Options for Investment Help: Two Main Ways to Get Fiduciary Advice

Los Angeles partner Summer Conley and Chicago partner Michael Rosenbaum’s article for PLANSPONSOR, “Options for Investment Help,” discusses how investment managers and investment advisers can assist retirement plan participants and committee members.

Summer and Michael discuss differences between discretionary investment managers and nondiscretionary investment advisers and offer advice on how to select the better option for your committee and its plan. “Options for Investment Help” is part of an ongoing series for PLANSPONSOR’s “ERISA Examination” series.

Read "Options for Investment Help."