Wespath Benefits and Investments
Abacus Retirement Solutions, LLC
Carpenter Morse Group Inc.
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|EBSA Advisory Opinion 2005-09A on behalf of Vanguard Fiduciary Trust Company|
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
May 23, 2005
Excerpt: Whether in-kind investments in a bank collective investment fund are covered by ERISA section 408(b)(8), if the stated conditions are met.
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