When it comes to your company’s Retirement Plan, you aren’t expected to manage it all on your own. In fact, there are many benefits to working with a 3(38) Investment Manager (who takes on your fiduciary risk) versus a 3(21) Investment Advisor (who acts as a co-fiduciary).
Financial Planning & Analysis
Transaction Advisory
Valuation
Wealth Management
Retirement Plans
Equity Compensation
Risk Advisory
Fraud & Forensic Accounting
IT Advisory
Litigation Support
Nonprofit Advisory
Talent Acquisition
January 2020
SECURE Act: Steps to Compliance
The SECURE Act is landmark legislation that affects the rules for creating and maintaining workplace…
See MoreMFA’s Retirement Plan Advisory Practice serves the needs of retirement plan sponsors and their employees, and we prefer to act as a 3(38) investment manager. By serving you in this capacity, we take responsibility for investment decisions, help you streamline operational efficiencies and ease the administrative burden associated with managing your plan.
By engaging MFA as your 3(38) investment manager, our team of experienced professionals takes ownership of investment decisions and applies a thoughtful and active approach to the creation of a line-up that is designed to help generate wealth for your plan participants. We carefully select and continually monitor a unique and focused set of investments that have undergone a proactive due diligence, vetting and oversight process.
- Fiduciary Management, Guidance & Compliance
- Institutional Investment Consulting
- Plan Provider Search & Benchmarking
- Retirement Plan Design & Operational Compliance
