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Harnessing AI Under ERISA: A Compliance and Oversight Guide for Retirement and Health Plan Fiduciaries
Jackson Lewis P.C. 
July 29, 2025 "AI technologies are already being integrated into various aspects of Plan management and operations. Fiduciaries should understand how these technologies can benefit participants and beneficiaries -- and how to mitigate associated risks.... Recommended action items include: [2] Integrate AI risk management into the Plan's overall governance strategy. [2] Evaluate and document how AI tools impact investment selection, recordkeeping, and participant advice. [3] Review and revise service provider contracts to include AI-specific clauses. [4] Conduct initial and periodic due diligence on vendors, involving technical experts as needed." MORE >> |
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