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The Prudence Standard: Affiliated Products and Services (PDF)
Drinker Biddle Link to more items from this source
Aug. 31, 2011
This White Paper analyzes why offering one or more affiliated funds is not a prohibited conflict of interest or transaction and discusses the way in which the fiduciary rules under ERISA and similar state laws apply to the fiduciary decision to offer such funds. This White Paper also identifies the issues and factors that fiduciaries should consider when evaluating affiliated products and services.

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