District Court Decision Reveals True Value of ERISA 3(38) Services

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District Court Decision Reveals True Value of ERISA 3(38) Services
WealthManagement.com

Nov. 14, 2025

"[A] recent litigation outcome provides a roadmap for selling -- but not overselling -- ERISA 3(38) services. If used correctly, it may also serve as a blueprint for helping clients to take appropriate steps to fulfill their residual responsibility to monitor a 3(38) fiduciary." [Wanek v. Russell Investments Trust Co., No. 21-0961 (D. Nev. Sep. 25, 2025)] MORE >>

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