Plan sponsor selects fund lineup from six core asset classes.
Self-Select
Wilshire is an investment adviser registered with the SEC. Wilshire is not affiliated with Mutual of America.
Recommended changes to the fund lineup are executed without action from the plan sponsor.
Auto-Execute Services
Plan sponsor engages with an investment fiduciary adviser of its choosing.
Independent Third-Party Section 3(21) or 3(38) Services
Wilshire provides a list of funds that are covered under its Section 3(21) services.
Wilshire Section 3(21) Services
The plan sponsor chooses one of three fund menus developed by fiduciary adviser Wilshire.
Wilshire Section 3(38) Services
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