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. In prior guidance [Interpretive Bulletin 2015-01; hereinafter “IB 2015-01”], the DOL recognized two situations which may support a fiduciary’s use of ESG Factors in the selection of investments.
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