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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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DOL Changes Rules on Proxy Voting for ERISA Fiduciaries
Sidley Austin LLP [Guidance Overview] Dec. 18, 2020 "[F]iduciaries that are not registered investment advisers have until January 31, 2022 to comply with [1] the requirement to evaluate material facts that form the basis for the exercise of shareholder rights and [2] the requirement to maintain records.... All fiduciaries have until January 31, 2022 to comply with [1] the requirement to review service provider proxy voting guidelines and [2] the requirement applicable to investment managers of pooled investment vehicles." |
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