27
3(16) Fiduciary: What’s in a Provider? How to Ensure Adequate Coverage and Value
Date: August 27, 2025
Time: 2:00 pm - 3:00 pm EST
This webinar offers a practical guide to evaluating 3(16) fiduciary coverage options. It will highlight key distinctions in fiduciary responsibility, scope of services and levels of liability assumed by providers. Learn how to assess the effectiveness of different 3(16) arrangements in reducing administrative burden and mitigating risks.
By the end of the session, attendees will be able to:
- Understand the core responsibilities and legal implications associated with 3(16) fiduciary roles.
- Evaluate the level of fiduciary liability and administrative support provided by various 3(16) providers.
- Apply a structured approach to selecting a 3(16) fiduciary solution that aligns with plan sponsor needs and compliance goals.
Sponsored by:
This live webinar is currently pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
