3(38) — Insights — Cohen & Buckmann, P.C.

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Hiring an Investment Manager? Go Beyond the RFP Responses

Hiring an Investment Manager? Go Beyond the RFP Responses

Practical tips for digging beneath the RFP responses.

Fiduciary Advice, Qualified Retirement PlanCarol BuckmannJuly 9, 20213(38), investmentmanager

Pass It Forward-Why Fiduciaries Should Consider Outsourcing Plan Investment Responsibility

Pass It Forward-Why Fiduciaries Should Consider Outsourcing Plan Investment Responsibility

More plan sponsors should consider ERISA’s options for delegating investment responsibility.

Fiduciary Advice, Qualified Retirement PlanCarol BuckmannNovember 8, 2020OCIO, 3(38), investmentmanagement