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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 
[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[.]" |
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