Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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The Prudence of Adding Alternative Investments to Defined Contribution Plan Menus
Ropes & Gray LLP Apr. 15, 2021 Podcast with transcript. "The plaintiffs' core duty-of-prudence claims were based on allegations that these nontraditional investments underperformed and charged significantly higher fees than what the plaintiffs considered to be 'peer' or 'comparable' funds. However, Judge Koh rejected these allegations, explaining how simply labeling funds as 'peer' or 'comparable' is not sufficient." [Anderson v. Intel Corp. Investment Policy Comm., No. 19-4618 (N.D. Cal. Jan. 21, 2021)] |
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