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.
The material contained in this communication is informational, general in nature and does not constitute legal advice. The material contained in this communication should not be relied upon or used without consulting a lawyer to consider your specific circumstances. This communication was published on the date specified and may not include any changes in the topics, laws, rules or regulations covered. Receipt of this communication does not establish an attorney-client relationship. In some jurisdictions, this communication may be considered attorney advertising.
Meet the Authors
