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A Retirement Plan Committee Checklist for Alternative Retirement Plan Investments
Carlton Fields Link to more items from this source
[Guidance Overview]
Oct. 12, 2020

"Using guidance from the [DOL] concerning the fiduciary responsibilities of plan sponsors, including a June 3, 2020 DOL Information Letter addressing private equity investment within participant-directed retirement accounts, [this article provides] is a broad checklist of some items a retirement plan committee might consider when deciding whether to expand investment offerings."

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