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Guidelines for 401(k) Fiduciaries on Mutual Fund Selection
Golan Christie Taglia 
Aug. 9, 2022 "Although the courts are divided, there are some guidelines that plan fiduciaries need to consider when reviewing their plan's mix of mutual funds offered for participant investment: [1] Include index funds in your plan's investment choices.... [2] Be careful in selecting and monitoring actively managed funds.... [3] Plan fiduciaries should always select the lowest cost class of a selected mutual fund that is available." |
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