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BLG PLLC
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Relationship Manager - Defined Contributions

Daybright Financial
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Plan Administrator

Heritage Pension Advisors, Inc.
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Senior Account Manager

Daybright Financial
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Private Equity in 401(k) Plans: Fiduciary Risks and the Intel Decision
Stephen Rosenberg, The Wagner Law Group Link to more items from this source
Aug. 22, 2025

"Fiduciaries who have to make decisions about whether to allow ... private equity investments into 401(k) plans would be wise to ... make [those] decisions ... in ways that will allow them to defend against future class action lawsuits by demonstrating a prudent course of decision making ... even where the financial outcome to participants from having added the asset class in a particular plan is poor." [Anderson v. Intel Corp. Inv. Policy Comm., No. 22-16268 (9th Cir. May 22, 2025)]  MORE >>

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