Tax and legal terms

ERISA (Employee Retirement Income Security Act)

ERISA (the Employee Retirement Income Security Act) is the federal law governing many employer-sponsored retirement plans, including their fiduciary duties. It affects how covered plans assess and make investments; not every pension or retirement vehicle is governed by the same provisions.

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Knowing the language helps you follow the conversation. Knowing what to ask is how you participate in it.

Understanding the terms is a first step. The Aligned Capital Program uses them to teach you how to evaluate a fund and prepare the questions to ask its manager.

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