The Duties and Risks Behind the Numbers: 3(21) versus 3(38) Fiduciary Status

With the recent focus on the proposed DOL ruling, the role of being a “fiduciary” has been in the press a great deal lately. While not new in the ERISA world, the true responsibilities (and risks) of being a fiduciary are often confused. Join us February 22 nd at 4:00 EST as OBS Financial provides an in-depth look at the real duties and risks of the 3(21) fiduciary and the 3(38) fiduciary. Understanding the differences between the two can help uncover a variety of planning opportunities for... For details, click here: http://community.cs2compliance.com/event/the-duties-and-risks-behind-the-numbers-3-21-versus-3-38-fiduciary-status http://community.cs2compliance.com/event/the-duties-and-risks-behind-the-numbers-3-21-versus-3-38-fiduciary-status