Nova 401(k) Associates
Compensation Strategies Group, Ltd.
Nicholas Pension Consultants
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|Best Interest Standard of Care for Advisors, Part 42|
Mar. 23, 2021
"[A]ll of a plan's investment options must be considered in a prudent (or 'best interest') process [of recommending a rollver]. That raises a number of interesting questions. For example, how can an investment professional get that information? ... [H]ow should the investment professional consider the plan investments that are not being used by a participant?"
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