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404(a)5 Fund Chart needed


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I understand that self-directed brokerage accounts are not required to furnish a fund comparison chart for 404(a)5 because the universe is virtually unlimited.

However, what if the trustee is doing something prudent, and following DoL wishes and having a 'suggested" fund lineup along with the open architecture. Do they have to come up with that chart pertaining to only the suggested funds?

If you can point me to where that says that either way, I'd be appreciative.

(I do know that even with an open architecture some sort of Notice is required, albeit somewhat abbreviated.)

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

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