Principal Jennifer Eller was featured on the Revamping Retirement podcast where she shared insights into the selection of nondiscretionary vs discretionary advisors by plan sponsors, trends (and possible reasons behind them) towards 3(38) investment manager discretionary services, and how outsourcing investment responsibilities can impact associated risks.
The Revamping Retirement podcast is presented by CAPTRUST Financial Advisors and hosted by CAPTRUST’s defined contribution practice leader Jennifer Doss and CAPTRUST’s institutional business head, Scott Matheson. The two provide the unique perspective of overseeing the retirement plan practice at one of the largest registered investment advisors in the U.S.
To listen to the episode, click here. To read the American Society of Pension Professionals & Actuaries’ (“ASPPA”) coverage of the episode, click here.