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
Customer Service:

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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.

What is a 3(38)?

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 

What is a 3(38) Investment Manager?

Plan sponsors utilize many different resources to help make decisions around their businesses. As a plan sponsor’s financial advisor, it is important that you help provide them with those same resources for their 401(k) plan. 

As the foundation of success for your client’s plan, you can help assemble the right partners and solutions to help plan sponsors manage, administer and monitor their plan. Adding a 3(38) Investment Manger can be a great addition.