Featured Resources
Featured Guide
Understanding Discretionary Trustee Services
A high level overview of discretionary trustee services, how they work and why some plan sponsors choose to use them.
Before & After Guide
What Changes When You Delegate
A before-and-after guide to understanding what shifts when a discretionary trustee is formally engaged, and what the committee still owns.
Discretionary Trustee Services Articles
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What Does a Discretionary Trustee Actually Do That a 3(38) Doesn't?
A 3(38) investment manager covers two of a 401(k) plan's six fiduciary responsibilities. A discretionary trustee can take all six. This post maps each role against the full list.
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Can Plan Sponsors Be Held Personally Responsible for 401(k) Plan Mistakes?
Personal fiduciary liability is one of the least understood parts of serving on a retirement plan committee, and one of the most important.
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When Is Delegating Fiduciary Responsibility the Right Move for a Committee?
As retirement plan responsibilities become more complex, many committees evaluate whether delegation could improve oversight and governance.
