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Recordkeeper Contracts Can Be Plan Documents, per Federal Appeals Court
The 4th Circuit’s decision strays from what other circuits have held counts as an ERISA-covered document.
CITs, Mutual Funds Differ in Layers of Oversight
Plan fiduciaries should do their due diligence to understand the vehicles and their underlying investments, according to experts.
DOL Rule List Focuses on Alts, End of ESG
The US Treasury also posted a rule list that provides SECURE 2.0 guidance including required minimum distributions.
