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Excerpt from Practical Guidance

Expert Analysis

ERISA Considerations In Using Brokerage Window Investing

By Ivelisse Berio LeBeau and Stephen Wilkes ( March 10, 2022, 12:25 PM EST) -- Employees in workplace defined contribution retirement plans often have the option to self-direct investment of their plan accounts by choosing from a menu of designated investment alternatives that have been selected and evaluated by plan fiduciaries....

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