Retirement Solutions

3(38) Investment Management Services

In today’s rapidly changing regulatory environment, effectively managing a retirement plan can be a formidable task for fiduciaries. Plan Sponsors have a duty to act prudently in all areas of a retirement plan—from the evaluation, selection and monitoring of service providers to day-to-day plan administration. One of the most difficult tasks for a plan sponsor is choosing and managing the investment options offered to participants. Many plan sponsors recognize they don’t have the time or expertise to fulfill their fiduciary role, and seek support from experienced investment professionals.

As a 3(38) investment manager, Meeder manages all aspects of fund selection and monitoring. Our services include:

  • Investment Policy Statement outlining the investment management process
  • Initial core fund line-up, providing:
    • A broad range of asset classes
    • Active and passive investments
    • Target-Date Funds
    • Managed Account Portfolios
  • Ongoing fund monitoring
  • Quarterly monitoring reports
  • Facilitation of fund replacements when deemed prudent
  • Advanced notice to plan sponsor of recommended fund changes

 

Benefits of Hiring Meeder Advisory Services as a 3(38) Investment Manager

For Plan Sponsors

  • Focus on running their business
  • Focus on better managing other aspects of the retirement plan, such as administration and participant communications
  • Transfer fiduciary responsibility
  • Better compliance with regulations

 For Plan Advisors

  • Assist plan sponsors in selecting and evaluating plan service providers
  • Engage in participant education to promote retirement savings and investment awareness
  • Assist in participants with financial planning and investment services
  • Serve as the liaison between the plan, service providers and plan participants

Retirement solutions provided by Meeder Asset Management, Inc. and Meeder Advisory Services, Inc., registered investment advisers and affiliates of Meeder Investment Management, Inc.

Meeder's 3(21) and 3(38) fiduciary services are provided pursuant to a services agreement between Meeder and the plan sponsor. Fiduciary services are subject to the terms, conditions and limitations set forth in the agreement.

TAKE THE NEXT STEP
with Meeder Investment Management
(866) 633-3371
contact@meederinvestment.com
(866) 633-3371
contact@meederinvestment.com