Browsing Tag
ERISA 3(16)
15 posts
Two Tech Bigs Team for ‘Digital 401(k)’ Experience
FinTech giants Vestwell and Riskalyze announced a new joint offering at the Fearless Investing Summit in Lake Tahoe on Thursday.…
October 6, 2017
Are 401(k) Advisors Finally Getting 3(38), 3(21) and 3(16)?
The need has never been more important in the 401(k) space. So why don’t more advisors get it?…
March 31, 2017
4 Key Areas That Risk 3(16) Fiduciary Failure: 2017 NAPA 401k Summit
Confusion still reigns over 3(38), 3(21) and 3(16), but The Standard is here to help. The Portland, Oregon-based…
March 23, 2017
How 401(k) Advisors Can Effectively Offer 3(16) Services
Imagine you are fortunate enough to receive a referral for an employer who is struggling with 401(k) administrative…
June 14, 2016
Where to Find Help with ERISA 3(16) 401(k) Fiduciary Responsibilities
For many employers, retirement plans are an important employee benefit. Not only are 401(k) plans key for employee…
June 3, 2016