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Podcast: Julie Stapel and Elizabeth Goldberg on 401(k) plans

Julie Stapel and Elizabeth Goldberg.
GRIP Montage: Morgan Lewis

Julie DiMauro

43 min listen
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While the DOL creates fiduciary “safe harbors” to protect plan sponsors from litigation while expanding investment choices, what do compliance and legal pros need to keep in mind?

Morgan Lewis partners Elizabeth Goldberg and Julie Stapel outline the steps that managers of 401(k) plans should take when considering alternative assets as a component in their investment lineups and what the Department of Labor means by its proposed “safe harbors” for plan fiduciaries in selecting designated investment alternatives.

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