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What Crayola Color of 3(16) Does Your Vendor Provide? (PDF)
Unified Trust Company for Fi360 
June 28, 2019 67 presentation slides. Topics: [1] What is a fiduciary (considering risk, ERISA intent, and roles)? [2] Which kind are they (ERISA section 3(16) plan administrator or ERISA section 3(16) service provider)? [3] An advisor value-add: monitoring the prudence of a 3(16) selection. MORE >> |
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