3(38) Investment Management
A 3(38) Investment Manager takes on the full responsibility of managing the investment lineup and has discretion to make necessary changes. In doing so, the 3(38) Investment Manager takes on the primary fiduciary responsibility for investment decisions.
What is a Fiduciary?
A retirement plan fiduciary is a person or company that is legally required to make decisions that are in the best interests of a retirement plan.
Why Hire a 3(38) Investment Manager
Hiring a 3(38) Investment Manager reduces your liability for investment decisions and takes work off your plate so you can focus on growing your business.
How Fisher Can Help
Fisher is certified as a best-in-breed 3(38) Investment Manager by the Center for Fiduciary Excellence.
Must-see 2 minute video
Three Types of Fiduciaries
When hiring a plan advisor, you typically have three options; a 3(38) investment manager, a 3(21) plan advisor or a non-fiduciary advisor. It’s important to understand the differences so you can select the option that best aligns with your retirement plan needs. In this short video you'll learn the roles of each type of fiduciary adviser and what makes Fisher different from most other advisers.