Compliance | May 5th, 2023 Amendments to SEC Custody Rule Would Expand Scope to More Asset Classes Many market actors are requesting an extension on the comment period, which ends Monday, to better analyze the proposal.
Ask the Experts | August 14th, 2018 (b)lines Ask the Experts – Why 403(b) Assets Are Generally Not Held in a Trust “Why are 403(b) plan assets generally not held in a trust?”