Trends in 3(38) for Plan Sponsors (Webinar Recording)
In this webinar recording, a panel of CAPTRUST experts discuss the current investment management landscape and share best practices for how plan sponsors can implement 3(38).
An appropriately structured 3(38) engagement frees the plan sponsor from the time involved in the selection and monitoring of plan investments and from the liability of those decisions. In addition to growing interest from mid-sized and small plan sponsors, interest in 3(38) engagements have moved up stream, with more large plan sponsors evaluating the benefits of hiring a 3(38) investment manager. This trend is occurring for several reasons, including the recent increase in litigation and committees being increasingly pressed for time.
In this webinar recording, a panel of CAPTRUST experts discuss the current investment management landscape and share best practices for how plan sponsors can implement 3(38).
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This document is intended to be informational only and does not constitute legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not guaranteed by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
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