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DOL Proposes Broad Safe Harbor for Selecting DC Plan Investments (PDF)
Mercer
[Guidance Overview] Apr. 21, 2026 11 pages. "The safe harbor factors would apply to the initial decision to select an investment option but not ongoing monitoring of the investment.... Fiduciaries could demonstrate compliance with any safe harbor factor by relying on recommendations from an investment advice fiduciary or delegating investment selection responsibility to a professional investment manager.... The proposal doesn't specify when the safe harbor would take effect. Nor does DOL explain the proposal's implications for investment selection decisions made before issuance of a final regulation." MORE >> |
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