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Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, Member FDIC.
M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.
WTIA, WFMC, and WTIM are investment advisers registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, and WTIM is also available on the SEC's website at adviserinfo.sec.gov. 
Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.
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Investment and Insurance Products   • Are NOT Deposits  • Are NOT FDIC Insured  • Are NOT Insured By Any Federal Government Agency  • Have NO Bank Guarantee  • May Go Down In Value  
Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any financial product or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance the any investment, financial or estate planning strategy will be successful.

As a plan sponsor, you have many responsibilities to ensure you are offering a competitive benefit and compliant with your fiduciary responsibilities. This includes managing administrative deadlines, understanding your plan’s investment menu, and keeping pace with the evolving regulatory environment. A modernized retirement plan benefit is important to the long-term success of your employees

Our 401(k) Advisor team kicked off the year with a webinar where a panel of industry professionals from Wilmington Trust and Fidelity Investments discussed these topics, and more.

Our panelists:

  • Dan Colluccio, Senior Retirement Plan Consultant, Wilmington Trust
  • Dr. Claus te Wildt, Senior Vice President, Capital Markets Strategy, Fidelity Investments
  • Lauren Mance, Institutional Client Services Investment Leader, Wilmington Trust

 For more information on key milestone and deadlines, please read What Plan Sponsors Should Do to Plan for the Year Ahead: A timeline of key milestonesOur employee benefit specialists assist plan sponsors seeking a retirement provider who can deliver local support with a personal touch. From plan design, evaluation, benchmarking, and fiduciary governance, we help plan sponsors navigate through complex retirement and regulatory challenges.  

Video Formatter

This webinar is for educational purposes only and is not intended as an offer, recommendation or solicitation for the sale of any financial product or service or as a determination that any investment strategy is suitable for a specific investor and is not intended to provide specific investment, legal, tax, or accounting advice for any individual. There is no assurance that any investment strategy will be successful. The information in this material has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. Opinions, estimates and projections constitute the judgment of the individual speakers. Facts and views presented in this report have not been reviewed by, and may not reflect information known to, or the opinions of professionals in other business areas of Wilmington Trust or M&T Bank. M&T Bank and Wilmington Trust have established information barriers between their various business groups.

3(21) fiduciary advisor – a paid service provider that gives investment recommendations but does not necessarily have discretionary authority to make the actual investment decisions. Instead, the 3(21) fiduciary advisor typically provides suggestions to the plan sponsor, who is free to accept or reject those recommendations and who must then execute the investment decisions for the plan. The plan sponsor and the 3(21) fiduciary advisor, therefore, share fiduciary responsibility. 3(38) investment manager – an investment manager who has been specifically appointed to have full discretionary authority and control to make the actual investment decisions. The manager may select, monitor, remove and replace the investment options offered under the plan. The 3(38) must acknowledge its fiduciary status in writing. Wilmington Trust, N.A.’s 401k Advisory Service utilizes the national database of retirement plan information from Pensionmark Financial Group LLC’s reporting system to provide retirement plan benchmarking and comparative vendor analysis to our clients and prospects. Wilmington Trust, N.A. has engaged Wilshire Associates Incorporated (“Wilshire”) to provide consulting services that support the advisory work we perform for our clients and prospects. Wilshire provides investment research and non-discretionary investment advice to Wilmington Trust to help us assess, monitor and review investment options that are available for use by our advisory retirement clients. Wilshire is neither an affiliate of Wilmington Trust, N.A. nor M&T Bank.

Wilmington Trust is not affiliated with Fidelity Investments.

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