Practical Considerations Brokerage windows in 401(k) plans
By Fred Reish, Bruce Ashton and Josh Waldbeser
Los Angeles partner Fred Reish published an article in PLANSPONSOR, written with the assistance of Los Angeles partner Bruce Ashton and Chicago associate Joshua Waldbeser. The article, titled, “Practical Considerations: Brokerage windows in 401(k) plans,” poses that plan committees need to ask questions and get answers before offering a brokerage window.
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