Fiduciary
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The Retirement Plan Fiduciary: 3(21) vs. 3(38)

Continuing with the ‘Fiduciary’ theme from our last blog post, and since Plan Sponsors are increasingly looking for investment advisors who can shoulder some of the fiduciary burden related to offering employee retirement plans, I thought it would be beneficial to write about the difference between a 3(21) and 3(38) retirement plan fiduciary.

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Fiduciary Duty…Say What?

When investors look for a trusted investment professional to guide them through the murky investing waters, they have many decisions to make. One of those decisions is whether to work with a Broker, who works under the ‘suitability standard,’ or to work with an Investment Adviser, who works under the ‘fiduciary duty.’

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