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| DOL Advisory Opinion, 2005-04A on Proposed Investment of Assets of an Employee Retirement Plan Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]  [Official Guidance] Apr. 26, 2005 Excerpt: Whether a plan may invest in a mutual fund when one of the plan's trustees is the president, CEO, and significant shareholder of the mutual fund's investment advisor. |
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