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Explore employer-sponsored plan solutions and the tax advantages that may come with them.
Employer-Sponsored Retirement Solutions DFA funds are no longer subject to clean share surcharges, removing a prior cost consideration and expanding flexibility for your investment lineup.
DFA Clean Share Surcharge Removal Get visibility into recent enhancements and upcoming priorities with Designed to Evolve, helping you stay informed and better support your clients.
Designed to Evolve: What’s New and What’s Next The Pending Systematic Distributions bulletin now includes Post Date and Transmission Date details for upcoming distributions.
Easier Review of Pending Systematic Distributions in Liberty The Trading Restriction bulletin now includes new dormant and deceased indicators to help you identify affected accounts and take timely follow-up action.
Liberty Trading Restrictions Bulletin Update |
Please contact your Client Service Advocate if you have any questions or concerns about these posts.
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August 2026
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