Featured Jobs
|
CalcAir
|
|
MAP Retirement
|
|
Sentinel Group
|
|
Associate Sales Representative Loren D. Stark Company
|
|
July Business Services
|
|
NestEggs Retirement Plan Services Inc
|
|
The Pension Design Group
|
|
MAP Retirement
|
|
Retirement Plan Administration Consultant Blue Ridge Associates
|
|
July Business Services
|
|
Retirement - Client Services Manager Navia Benefits
|
|
ESOP Administration Consultant Blue Ridge Associates
|
Free Publications
|
|
|
Alternative Assets, Part 4: DOL Proposal and Relevant Factors for Investment Selection
FredReish.com
[Guidance Overview] May 14, 2026 "[A] fiduciary (including a fiduciary advisor) must, when selecting investments, decide on all of the considerations that are relevant to making an informed decision, gather the information about those considerations needed to make an informed decision, and then review and evaluate that information.... The discussions in the proposal package, and DOL speakers, repeatedly refer to the phrase 'objective, thorough and analytical' process (or 'OTA') for selecting investments. Clearly that is the DOL's expectation." MORE >> |
| Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
| An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |