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

Featured Jobs

Plan Administrator

Forrestall CPAs, LLC
(Buford GA)

Forrestall CPAs, LLC logo

Retirement Plan Administration Consultant

(Telecommute / Edina MN)

TSC logo

Free Daily News and Jobs

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

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
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

© 2020, Inc.