ERISA 3(21) and
3(38) services
Helping plan sponsors manage their obligations
Helping plan sponsors manage their obligations
More than 47,000 plan sponsors rely on our independent expertise to meet their fiduciary obligations. Our ERISA services screen, monitor and recommend investment options. These solutions offer your plan access to the same manager research resources that inform investment options for some of the largest pension plans in the world.
Objectivity
Our independent, third-party investment advice has been developed over 40+ years of guiding some of the largest plan sponsors in the country.
Reliability
We apply our time-tested methodology for screening, monitoring and recommending investment options for your plan.
Flexibility
Build your own investment lineup using the 3(21) Select List or adopt ours by using the 3(21) or 3(38) Investment Menus.
Fund mapping
We will assist you in mapping your existing investment lineup to the Wilshire lineup.
Support
Track and monitor your investment lineup with our quarterly investment performance and coverage status reporting.
Documentation
Our template investment policy statement aligns with the methodology used to select and monitor investment options.
Please contact us for more information:
Wilshire’s 3(21) and 3(38) fiduciary services are provided pursuant to the Services Agreement between Wilshire and the plan sponsor.
Wilshire has been applying highly tested theories and approaches to our client solutions since 1981.
Our clients rely on us to improve investment outcomes for a better future.