Alternative Assets (6)—DOL Proposal and the Six Defined Factors: Performance
In my last post in this series– Alternative Assets (5), I discussed the provision in the DOL’s proposed regulation on the Selection of Designated Investment Alternatives for participant-directed plans (2026-06178.pdf) that provides a fiduciary safe harbor for each of the 6 identified factors if fiduciaries “inform” themselves properly. (While labeled a “safe harbor”, it is […]