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    • Home
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      • Annual Plan Limits
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  • Home
  • About
  • What We Do
  • Auto Dealers
  • ASAE
  • Resources
    • Annual Plan Limits
    • Newsletters
    • Helpful Links
  • Contact

ERISA 3(38)

Investment Manager 3(38)

As the investment fiduciary of your plan, we are responsible for:


  • Selection of the investment menu
  • Selection of the Qualified Default Investment Alternative (QDIA)
  • Monitoring & maintenance of the investment menu
  • Perform regular benchmark reports


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