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 pension plans in the world.
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.
Wilshire has a tested methodology for screening, monitoring, and recommending investment options for your plan’s investment lineup.
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.
Wilshire will assist you in mapping your existing investment lineup to the Wilshire lineup.
Quarterly investment performance and coverage status reporting to help you track and monitor your plan’s investment lineup.
Wilshire provides a template investment policy statement that aligns with the methodology used to select and monitor investment options.
Managing Director, Wilshire Funds Management
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.
Wilshire® is a registered service mark of Wilshire Associates Incorporated, Santa Monica, California. All other trade names, trademarks, and/or service marks are the property of their respective holders. 170239 E0517
This material is intended for informational purposes only and should not be construed as legal, accounting, tax, investment, or other professional advice; nor is it a recommendation or solicitation to purchase or sell any security or to adopt any specific investment strategy. This material represents the current opinion of Wilshire and is subject to change without notice. Information herein which has been obtained from third parties is based on sources believed to be reliable. Wilshire Funds Management does not represent that such information is accurate. Statistical data contained herein is as of the dates noted and such information should not be relied on or be the basis for an investment decision. Past performance is not indicative of future results. Investing involves risk including loss of principal.