Granite Group Advisors -


2016-10-31 :: 401k Advisors MUST Educate Plan Sponsors On Two Numbers
Important difference between 3(21) and 3(38) providers

The link below is a great article on the differences between a non-discretionary 3(21) and a discretionary fiduciary 3(38). As you may know, most Granite Group clients have elected to hire us as a full investment fiduciary. Additionally, we have developed a customized investment education site for exclusive use for your employees. The customized site makes it simple for your employees to implement their investments decision.

If you find that your plan needs a provable investment process with easy investment selection, please contact us as soon as possible. The DOL changes take place on April 10, 2017, and actions do need to be taken in advance!

To discover how to make it easier for you and your employees, please call myself or Ernie Rodulfo.

401k Article

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