Randall & Hurley, Inc.
Loren D. Stark Company
EPIC Retirement Plan Services
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|Customized Models for ERISA 3(16) Fiduciaries (PPT)|
The Wagner Law Group
June 11, 2015
35 PowerPoint slides; most include narrative text. "[This] presentation [includes] an in-depth discussion of 3(16) fiduciaries and their various service models. [Topics include:] [T]he business need and the substantial client interest in 3(16) fiduciaries.... [T]he legal definition, or what it means, exactly, for a third party firm to serve as a 3(16) fiduciary.... [T]he potential risks associated with serving in a fiduciary capacity, and how you can mitigate this risk.... [T]he various types of 3(16) services that may be offered by a firm to its plan clients.... [S]uggested best practices for TPA firms that are actually decide to serve as 3(16) fiduciaries."
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