The Right Partnership Matters
Choose your level of risk
As standards of care evolve, so does the potential for unintentional mistakes in your retirement plan. We can help you manage these increasing risks.
When you work with CCRS, you can determine the level of fiduciary responsibility that you accept or delegate for your plan. Choose either:
SHARED RESPONSIBILITY—A 3(21) FIDUCIARY RELATIONSHIP
You, as the plan sponsor or plan investment committee, keep final say and control over decisions about the Plan’s investment options. We provide advice to you and share fiduciary responsibility, but do not take control of plan assets.
COMPLETE RESPONSIBILITY—3(38) FIDUCIARY RISK MANAGEMENT
You, as the plan sponsor, select CCRS as your “investment manager.” CCRS will then manage your investment options with discretion, authority and control, making investment options selections and changes as appropriate. We, as your 3(38) fiduciary, assume full investment fiduciary responsibility. You, as the plan sponsor or plan investment committee, delegate fiduciary risk for these functions and retain the final say in the selection and retention of the 3(38) fiduciary.
Consistent monitoring and reporting of your plan’s fees and investment performance by experienced professionals can drive participant results.
With California Corporate Retirement Services as your investment advisor, you can expect to:
- Benefit from experienced counsel about plan investment options and plan design optimization.
- Manage your fiduciary risks and perform your duties with confidence.
- Potentially improve measurable results through our proven services.
- Demonstrate employee satisfaction with the benefits you provide.