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The Risk of 3(38) Fiduciary 'Flexibility'
401K Specialist Link to more items from this source
July 21, 2017

"[A] good 3(38) investment manager should provide the plan sponsor, and the plan advisor, with the necessary deliverables to make monitoring of that fiduciary a matter of periodic although definitely not pro forma protocol.... While a prudent process does not necessarily ensure successful investment outcomes, the prudent process that your 3(38) employs can be critical to the ultimate success, or lack thereof, in the participants' ability to accumulate the necessary assets to retire."

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