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Posts Tagged ‘OCIO; advisor; ERISA; 3(21) fiduciary; 3(38) fiduciary’

The Power of the PENsion: What is OCIO? A Discussion of Advisory Relationships

By Mike Paolucci

OCIO, CEO, E-I-E-I-O: Is OCIO just another abbreviation to remember? For those in need of investment management, this is one you don’t want to forget. The term OCIO, or Outsourced Chief Investment Officer, originated in the 1970s and was designed to add the responsibility of asset management to the duties of the traditional investment consultant….

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December 2022

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Agreement at the Eleventh Hour: SECURE Act 2.0 Signed into Law and What it Means for Your Plan

January 17, 2023
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