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We Have "Gone OCIO," Now What?

Writer's picture: OCIO MonitorOCIO Monitor


Benefits Magazine recently published my article detailing practical steps plan sponsors should follow when adopting the OCIO model. Most trustees are unaware of the new duties "going OCIO" places upon them, especially for plans under ERISA.


These simple steps improve governance and processes as well as increase trustee protections, bring transparency and are practically free to implement.


Here is the PDF of the article provided with permission of Benefits Magazine.







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