Street Address:
1300 Enterprise Drive
De Pere, Wisconsin 54115-2795
Mail Address: 
P.O. Box 60
De Pere, Wisconsin 54115-2795

Phone: 800.236.7400
Fax: 920.337.9978
Sales: sales@pai.com 
Customer Service: planservice@pai.com

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Please complete this form to receive the latest CoPilot blog updates via e-mail. Each week we post news and information about the 401(k) industry to assist plan sponsors, participants and Financial Advisors in managing retirement plans.

3(38) Investment Managers

The Power Behind the 3(21) and 3(38) Numbers

You’re the business owner, you love to have control. You’re excited to take on the fiduciary role for your 401(k) plan but are you really the right person? Experts warn you may want to think twice about that decision. The truth is, most plan sponsors lack the investment expertise to select or evaluate funds and run the risk of not knowing what they don’t know – something that could definitely turn into a liability down the road. 

Time, effort and responsibility 

Taking Fiduciary Responsibility – a Message for Plan Sponsors

Beginning in April 2017, a new Department of Labor rule goes into effect, changing how a fiduciary is defined. The rule aims at ensuring advisors put their clients’ best interests first (instead of, for example, recommending products that generate higher commissions). 

For some brokerage and advisory firms, the changes mean little. But for others, the new regulation will require significant investments in technology and process changes in order to comply with the onerous compliance challenges created by this change. 

Hiring a 3(38) Investment Manager

It seems everywhere you look in the retirement plan industry a new 3(38) Investment Management Service is opening its doors. As regulations in the industry have shifted, plan sponsors have started to look towards 3(38) Investment Managers to help relieve some of their fiduciary risk, and they are looking to you, the financial advisor, to help them with this decision.