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Things to Worry About, Part 27: Pooled Employer Plans and DOL RFI
FredReish.com 
[Guidance Overview] Dec. 1, 2025 "While not stated in the question, ... the DOL may have a concern about the use of investment advisers who are affiliated with the PPP and the ongoing duty of the PPP to monitor the 3(38). There is likely also be a concern where the 3(38) then selects proprietary investments for the PEP." MORE >> |
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