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Best Practices for Fiduciary Review of ESOP Valuations
Frost Brown Todd LLCLink to more items from this source
Feb. 5, 2021

"[T]he DOL has entered into a number of 'process agreements' settling specific cases and investigations it has brought against ESOP trustees. These process agreements set out steps those trustees are required to take when selecting a valuation advisor and reviewing that advisor's valuation report."

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