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Self-Dealing Suits: The Latest Trend in Fee Litigation (PDF)
Ekon Benefits
Feb. 9, 2017 "What can Plan Sponsors learn from these latest lawsuits? ... Review your investment offerings and processes to identify shortcomings. Consider the following: Are processes for investment selection and review prudent and recorded? Is the fund lineup properly diversified among asset classes and sizes? Are fees reasonable? Do the funds have strong long-term performance?" MORE >> |
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