3(38) Discretion for Plan Sponsors

An increasing number of retirement plan sponsors are now engaging 3(38) investment managers, also known as outsourced chief investment officers or OCIOs. For organizations with limited time or limited investment expertise, these managers can play a crucial role in optimizing and mitigating fiduciary risk. This video explains the benefits and considerations of partnering with a 3(38) investment manager.

To download a copy of the transcript, click here.

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