Alternative Assets (19)—DOL Proposal and the Six Defined Factors: Performance Benchmark (2)
This article continues the discussion of the DOL’s Performance Benchmark factor by reviewing the first example of the application of that factor. As background, the DOL’s proposed regulation on selecting investments, including alternative assets, 2026-06178.pdf, identifies six factors that should be considered in the process of selecting any investments for participant-directed plans, such as 401(k) […]