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Retirement Plan Investments | Managed Accounts

6 Questions to Ask When Evaluating Managed Account Providers

The popularity of managed accounts is bringing more providers into the managed account providers market. As little as five years ago, plan sponsors were captive to a single managed accounts…

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Retirement Plan Investments | Compliance & Monitoring | OCIOs & Investment Consultants

Plan Sponsors Have a Fiduciary Duty to Monitor Investments

Are you a plan sponsor? In 2015, the Supreme Court unanimously ruled that ERISA fiduciaries have a continuing duty to monitor plan investments. While this outcome had little in the element…

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