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  • 3(16) Fiduciary Services Explained (part 2)

    Almost everyone is immersed in either providing or avoiding providing 3(16) services, but it may not be going as you anticipated.  These sessions look at the practical side of providing some level of fiduciary services, including what is meant in the industry by the phrase “3(16) services,” what types of services are being provided in the marketplace, and what you need to do to manage both the services you have agreed to provide and the risk involved. If you are still contemplating your involvement in providing outsourced fiduciary services, what should you be considering?  

    Join Ilene Ferenczy on August 10th (part 1) and August 11th (part 2) for an operational dive into 3(16) Fiduciary Services.