The Principal Financial Group is expanding its investment fiduciary support to include ERISA 3(21) and 3(38) fiduciary services provided by Wilshire Associates Inc. The new services will enhance the company's current support by providing a level of fiduciary protection for selection and monitoring of investment options for retirement plans.
All financial professionals will have the option of making these Wilshire-supplied services available to their clients, including RIAs, who may wish to supplement their current services to clients.
"With almost 40 years of experience providing investment consulting services and analytics, Wilshire brings highly respected objectivity and expertise in their ERISA 3(21) and 3(38) fiduciary services," said Tim Minard, senior vice president of distribution at The Principal. "We are very pleased to make their impressive services available to retirement plan clients of The Principal. By providing access to these services from Wilshire, The Principal is making available flexible and comprehensive investment fiduciary support to our retirement plan clients."
Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.
Your access to unlimited BenefitsPRO content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
Already have an account? Sign In Now
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
