Wilshire utilizes tested and proven investment theory and practices, enabling us to recommend practical solutions for our clients.
Wilshire produces insightful, independent research focused on addressing the investment challenges and opportunities facing our clients.
Wilshire provides innovative investment technology tools to hundreds of institutions, investment managers and plan sponsors worldwide.
Managing your obligations as a fiduciary can be challenging. As a plan sponsor you are required to navigate the landscape of available investment managers, monitor plan investments, and more. In response to these needs, we offer plan sponsors ERISA 3(21) and 3(38) services.
Wilshire’s ERISA 3(21) and 3(38) services utilize Wilshire’s independent expertise to screen, monitor, and recommend investment options for plan sponsors. Wilshire’s investment professionals are responsible for the creation and oversight of the 3(21) Select List and 3(21) and 3(38) Investment Menus, offering your plan the opportunity to gain access to the same manager research resources that help select investment options for some of the largest plan sponsors in the world.
Objectivity: Wilshire offers independent, third-party investment advice based on 30+ years of providing investment guidance to some of the largest plan sponsors in the country.
Proven Process: Wilshire has a tested methodology for screening, monitoring, and recommending investment options for your plan’s investment lineup.
Flexibility: Build your own investment lineup using the 3(21) Select List or adopt Wilshire’s lineup using a 3(21) or 3(38) Investment Menu.
Mapping: Wilshire will assist you in mapping your existing investment lineup to the Wilshire lineup.
Support: Quarterly investment performance and coverage status reporting to help you track and monitor your plan’s investment lineup.
Documentation: Wilshire provides a template investment policy statement that aligns with the methodology used to select and monitor investment options.
Wilshire’s 3(21) and 3(38) fiduciary services are provided pursuant to the Services Agreement between Wilshire and the plan sponsor. The 3(21) and 3(38) fiduciary services are subject to the terms and conditions set forth in such agreement including any limitations thereto.
The market for alternative investments is rapidly changing. Along with performance, investors are demanding a higher level of control as it relates to their alternative investment strategies.