CPC experts focus on ensuring that individuals are adequately protected when they invest.
Washington, D.C. – In order to make it easier for workplace retirement plans, such as 401(k) plans, to incorporate “alternative assets” in their investment lineups, the Department of Labor (DOL) has proposed a new rule that would shield retirement plan sponsors from legal accountability when selecting investment options. The rule…
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Letter to the SEC: Mutual Fund Disclosure Modernization