Subscribe Now!
Free Daily News, Jobs, Webcasts, Discussions
Display and Distribute
Your Job Openings
COVID-19 News
COVID-19 Webcasts

Featured Jobs

ESOP Administrator -- Sign-on bonus!

Blue Ridge ESOP Associates

Blue Ridge ESOP Associates logo

Retirement Plan Consultant

(Telecommute / Dallas TX / University Place WA / The Woodlands TX)

Definiti logo

Retirement Plan Administrator

Carpenter Morse Group
(Telecommute / Longwood FL)

Carpenter Morse Group logo

401(k) Plan Administrator -- Sign-on bonus!

Blue Ridge ESOP Associates

Blue Ridge ESOP Associates logo

Manager, Defined Contribution Administration

(Telecommute / The Woodlands TX / University Place WA / Dallas TX / Erie PA / Canonsburg PA / West Palm Beach FL)

Definiti logo

Client Manager

CMC Pension Professionals
(Telecommute / CA)

CMC Pension Professionals logo

Retirement Plan Administrator

Atlantic Pension Services Inc
(Telecommute / Kennett Square PA)

Atlantic Pension Services Inc logo

Pensions Plan Administrator

Quantech Pensions LLC
(Anaheim CA)

Retirement Plan Distribution Specialist

Karel-Gordon & Associates
(Northbrook IL)

Karel-Gordon & Associates logo


Actuarial Benefits & Design Company
(Telecommute / VA)

Document Specialist

(Telecommute / University Place WA / The Woodlands TX / Erie PA / Dallas TX / FL)

Definiti logo

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More fi360 Webcasts and Conferences

What Crayola Color of 3(16) Does Your Vendor Provide


June 28, 2019
Recorded Online

Within the retirement services industry, we are comfortable with the complexity of the requirements and services made available to clients. However, ‘basic’ to us is anything but ‘basic’ to our clients. In fact, it can be quite confusing. We do funny things in our industry pertaining to marketing. The trend that’s occurred in recent years is to take sections of ERISA and turn them into services and marketing terms.

We’ve all heard them; 3(21), 3(38) and the latest iteration, 3(16). As a result, there is even confusion within the industry surrounding what constitutes a ‘3(16) administrator’ and what falls into ‘3(16) services.’ This is a challenge, but also an opportunity, for advisors to be the resource that helps sponsors determine what menu of services are needed to achieve their goals and assist them with finding service providers best address those needs.

Download Webinar Slides

Presenter: Patrick Curran, QPA, AIFA®, Director of Institutional Retirement Consulting, Unified Trust Company

More Information, How to Register

© 2021, Inc.