The 3(16) Fiduciary

CAPTRUST Financial Advisors

In episode 68 of Revamping Retirement, hosts Matt Patrick and Dawn McPherson welcome Bruce Harrington, vice president of strategic development at Pentegra, a provider of retirement plan and fiduciary outsourcing solutions.

Harrington explains why it’s a common myth that 3(16) plans are only for small companies and how 3(16) service providers have helped organizations of all sizes fulfill their fiduciary responsibilities. The trio also review the request for proposal (RFP) process for engaging an outside provider.

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