On October 22, 2015, the Department of Labor (DOL) published Interpretive Bulletin 2015-01, overriding 2008 guidance that effectively prohibited the use of social, environmental, religious, or moral considerations in retirement plan investing. The Bulletin breathes new life into the possibility of “socially responsible” investing, with the caveat that the burden of fiduciary prudence is undiminished. Read full article…
The Progress and Future of PEP Construction and Regulation
The pandemic has delayed construction of pooled employer plans (PEPs) by at least a few months,...