As an ERISA 3(38) Advisor, FinDec Wealth Services, Inc. becomes a co-fiduciary and investment steward to the Retirement Plan and works with the plan sponsor and investment committee to meet regulatory compliance and fiduciary responsibilities as defined by ERISA.
Our 3(38) services allow us to assume discretionary authority over the Plan’s investment assets which helps relieve plan sponsors of liability connected with the selection, monitoring, and replacement of Plan investment options.
Your virtual 3(38) update conducted by our Chief Investment Officer, Tolen Teigen, is now available. Please refer to the video update below along with the supporting documents for your Q1 3(38) update and refer back to them at any time.
Reach out to us at info@findec.com or call (209) 951.8956 and we’ll help you make an informed decision about what to do next.
