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Retirement Plans

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).