As a 3(38) investment fiduciary who speaks with employees and gauges their understanding of their account holdings, it is...
Granite Group Advisors
Recent Posts
Nonprofits: Safeguard Your Endowment in Volatile Markets
Jun 15, 2020 8:00:00 AM
Cash shortages, budget deficits and reduced grants are among the challenges nonprofits are facing during the COVID-19...
Is It Time to Rebalance Your 401K?
May 4, 2020 3:53:00 PM
The stock market’s rollercoaster ride over the last few months has many investors wondering if this is a good time to...
A 3(38) Fiduciary Could be Your 401K Plan’s Not So Secret Weapon
Apr 23, 2020 4:00:00 PM
If anything, an abrupt market correction like we've seen with this pandemic is an opportunity for plan sponsors to reassess...
10 Essential Questions When Hiring a 3(38) Investment Fiduciary
Apr 23, 2020 3:57:41 PM
It’s important to assess a 3(38)’s experience. We have seen 3(38) fund recommendations that would not withstand scrutiny in...