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Policy for fiduciary review/holding mortgages in plans/IRAs?

Guest Toner, Stephen

By Guest Toner, Stephen
in Investment Issues (Including Self-Directed)

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Guest Toner, Stephen

Guest Toner, Stephen

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Does anyone have a policy for fiduciary review of mortgages held in plans? We have acquired a book of business that has some plans and IRAs that hold mortgages and we aren't quite sure what responsibilities we have or what we could be liable for. We are named (directed) trustee.

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