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. The Final Rule states that, “according to MorningStar, the assets in sustainable funds were nearly four times larger in 2019 than in 2018.”. the “tie-breaker factor”).
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