CRS

Are 3(16) Fiduciary Services Right for Your Clients? Download our Assessment to Find Out!

 

Increasingly, financial advisors are looking to offer 3(16) fiduciary services to give an extra layer of protection to retirement plan sponsors. Your clients have many responsibilities, and the administration alone can be overwhelming—even without the required fiduciary obligations. Help your clients determine if seeking the support of a 3(16) fiduciary can help.


This resource will help you:

  • Start a meaningful conversation with clients to pinpoint areas of concern where 3(16) fiduciary services may be a good fit.
  • Offer clients a tangible checklist from which to start an assessment of where they need the most help inside their business.
  • Empower business owners to feel more confident and move past liability fears when sponsoring a retirement plan. 

You will receive your brochure via email immediately after your request.

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