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ERISA Fiduciary Decisions: Making Changes to Your Qualified Plan's Investment Lineup (PDF)
Alston & Bird LLP
Nov. 13, 2014 "Poor performance, eliminating duplicate and overlapping funds, expanding investments alternatives, organizational changes at the fund manager level, significant changes in amount of assets under management, evaluation of fees, etc., are all potential reasons for considering investment alternative changes.... Regardless of the reason for considering a change, this advisory summarizes the technical requirements and recommended procedures in making changes to your plan's investment lineup." MORE >> |
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