The Principal Financial Group is expanding its investment fiduciary support to include ERISA 3(21) and 3(38) fiduciary services provided by Wilshire Associates Inc. The new services will enhance the company's current support by providing a level of fiduciary protection for selection and monitoring of investment options for retirement plans.
All financial professionals will have the option of making these Wilshire-supplied services available to their clients, including RIAs, who may wish to supplement their current services to clients.
"With almost 40 years of experience providing investment consulting services and analytics, Wilshire brings highly respected objectivity and expertise in their ERISA 3(21) and 3(38) fiduciary services," said Tim Minard, senior vice president of distribution at The Principal. "We are very pleased to make their impressive services available to retirement plan clients of The Principal. By providing access to these services from Wilshire, The Principal is making available flexible and comprehensive investment fiduciary support to our retirement plan clients."
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