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- Using a Section 115 Trust to Help Manage Pension Obligations 3.8k views | posted on September 13, 2017
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Tag Archives: 3(38)
Tips On Selecting a Retirement Plan Adviser When You Can’t Meet Them in Person
By Jeff Chang Over the past several months, we have seen a number of public agency clients struggle through the process of evaluating and selecting a retirement plan adviser based only on generic questionnaires, a few phone calls, and an … Continue reading
Posted in fiduciary, Investments, Plan Administration
Tagged 3(38), adviser selection, investment adviser, RFP
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The Differences Between Bundled and Unbundled Retirement Plan Servicing Arrangements
By Jeff Chang When it comes to retirement plan servicing arrangements for most public agencies, there are basically two flavors: bundled and unbundled. It is important for public plan sponsors and plan fiduciaries to understand the differences between these arrangements … Continue reading
Posted in Investments, Plan Administration, record-keeping
Tagged 3(38), bundled, open architecture, unbundled
Comments Off on The Differences Between Bundled and Unbundled Retirement Plan Servicing Arrangements