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Spotlight on Advisors: Key Types of Investment Fiduciaries
Retirement Planology 
Mar. 26, 2025 "ERISA 3(21) nondiscretionary fiduciary: advisor as a guide ... ERISA 3(38) discretionary fiduciary: outsourced chief investment officer ... ERISA 3(16) administrative fiduciary: handling the paperwork ... How to use this information: [1] Review your service agreement.... [2] Document everything, or ensure your advisor is.... [3] Ask tough questions.... [4] Compare their services and fees." MORE >> |
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