ERISA 3(21) & 3(38) Fiduciary Services: Trust Our Experts to Manage Both
NPPG Plan Professionals, LLC (NPPG) along with its strategic partners provide trusted retirement plan 3(21) co-fiduciary and 3(38) investment manager services. When a 3(21) or 3(38) fiduciary is selected, clients are able to delegate certain fiduciary responsibilities regarding the selection of plan investments. Through an inclusive screening process, the universe of available investments is filtered identifying select funds that are suitable for the client’s retirement plan’s participants.
NPPG experts help protect our clients’ fiduciary risk.
3(21) Co-Fiduciary and 3(38) Investment Manager
- 401(k) Annual Plan and Investment Review
- Investment Policy Development and Preparation
- Fiduciary Investment Consulting
- Independent and unbiased proprietary screening process employing qualitative and quantitative analysis to select and monitor plan investments
- Multiple open architecture investment platforms and asset allocation models
- Monitoring Duties
- Legal Process