The Value of 3(38), Model Portfolios and Other 401k ‘Tools’

Craig Rosenthal, Senior Vice President at Fiduciary Benchmark doesn’t mince words.

During our interview at the Excel 401k Conference with Craig Rosenthal he discusses:

• The importance of fiduciary’s in the 401(k) industry.
• Emphasizes understanding and implementing fiduciary best practices for plan sponsors.
• Covers tools and metrics to evaluate plan performance and compliance.
• Highlights the benefits for improving governance and participant outcomes.
• Stresses staying informed about regulatory changes and industry standards to maintain fiduciary responsibility.

For more details, you can watch the full video here.

See Also:

• When Your Client Says ‘Fees,’ You Say ‘Value’: 2019 NAPA 401(k) Summit