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The Need to Investigate Collective Trusts (PDF)
The Wagner Law Group in 401(k) Advisor 
Apr. 25, 2019 "Some recent Court decisions have taken different approaches to the issue of a plan fiduciary's obligation to consider collective trusts and insurance company separate accounts as alternative investments to mutual funds.... Although the failure to consider collective trusts and separate accounts may not be a breach of fiduciary duty, it may be an evolving best practice for the applicable plan fiduciary to at least consider such alternatives." MORE >> |
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