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Brokerage windows have been made available in retirement plans for decades. Notwithstanding their long history, plan fiduciaries often ask whether adding a brokerage window to their plan will increase or decrease their fiduciary risk. The decision to offer a brokerage window is a matter of plan design if incorporated into the plan document . However, there are fiduciary obligations when selecting a brokerage window services provider.
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- August 27, 2024 Create Date
- August 27, 2024 Last Updated
