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  • About
  • Services
  • Fiduciary Services
  • Association Plans
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ERISA 3(38)

Investment Manager 3(38)

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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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