See definitions in:
Online Plan Vault (Accessible by Advisor & Plan Sponsor) – All reporting and documents are available online in your client and plan practice online plan vault.
Quarterly Investment Reporting & Monitoring Reports – Download the most recent investment report quarterly with commentary on any underperforming funds.
“3(38) Investment Fiduciaries has proven to be an invaluable part of our 401k team. We benefit greatly from their analysis, reporting, client assistance and overall service.”
President & Managing Partner
“3(38) has been a GREAT addition to my practice allowing me to streamline the investment reporting and data entry!”
The endorsements presented above were provided by certain advisors that serve the plan sponsor clients of 3(38) Investment Fiduciaries. Certain advisors were invited to voluntarily provide such endorsements, but no cash or non-cash compensation was provided in consideration of the statements made above. The endorsements made by the individuals above may not reflect the sentiments of all advisors or other third-parties, and we encourage you to independently evaluate 3(38) Investment Fiduciaries based on additional criteria that you deem appropriate. If you are interested in reviewing all or a representative sample of the testimonials received from the advisors we invited to provide such endorsements, feel free to contact us at any time.
3(38) Investment Fiduciaries is a solution for plan sponsors who want to minimize their retirement plan fiduciary investment exposure. We partner with financial advisors and plan consultants to build the investment offering available to their plan sponsor clients.
3(38) Investment Fiduciaries follows a pass/fail criteria, on a scale of 0 to 100 (with 100 being the best) for active managers. This investment due diligence methodology incorporates both quantitative and qualitative factors in evaluating fund managers and their investment strategies.
Eighty percent of the fund’s score is quantitative which incorporates such factors as style, risk/return, and peer group rankings. The other 20% of the score is qualitative, taking into account things such as manager tenure and the fund’s expense ratio relative to the average fund expense ratio in that asset class category.