AimPoint Pension
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Loan & Distribution Specialist AimPoint Pension
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The Prudence Standard: Affiliated Products and Services (PDF)
Drinker Biddle 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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