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Does DOL's Latest Investment Duties Regulation Change How Fiduciaries Are Expected to Make Investment Decisions for Employee Benefit Plans? (PDF)
The Wagner Law Group Link to more items from this source
[Guidance Overview]
Apr. 23, 2021

"Eliminating references to ESG factors altered the nature of the proposed amendment. The regulation left standing instead changes how all fiduciaries are to approach all investment decision-making in connection with all types of employee benefit plans.... [It] adopts the idea that loyalty to plan interests requires the exclusion of any other interest, including collateral benefits or goals of an investment[.]"  MORE >>

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