DOL Updates Factors For Selecting Plan Investments
Burr Forman
NOVEMBER 11, 2020
See Interpretive Bulletin 94-1, Interpretive Bulletin 2008-01, Interpretive Bulletin 2015-01 and Field Assistance Bulletin 2018-01. This language is largely a restatement of the DOL’s view, in IB 2015-01, that when ESG Factors rise to the level of a pecuniary factor (i.e., the “tie-breaker factor”).
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