3(16) Fiduciary Outsourcing

Pentegra

Retirement plan management has become increasingly complex. Plan sponsors must navigate evolving regulatory requirements, administrative responsibilities, and fiduciary obligations—often while pressured by resource constraints. As key stakeholders in retirement plan oversight, financial advisors often serve as the first line of defense for plan sponsors. Sponsors and their advisors can address plan administrative complexities, mitigate fiduciary liability, and improve plan outcomes with the help of a professional outsourced 3(16) fiduciary. Attend this course to understand the ins and outs of an outsourced 3(16) fiduciary arrangement, when it makes sense for a plan and how to prudently select and monitor the 3(16) provider.

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