Regulatory Alerts2022-06-02 | DOF 5653931Added · Updated
General Provisions Establishing the Procedure for Constructing the Net Performance Indicators of Specialized Investment Companies for Retirement Funds
The National Retirement Savings System Commission establishes the methodology and criteria for calculating Net Performance Indicators for Basic Investment Companies, Initial Basic Investment Companies, and Pension Basic Investment Companies. These indicators are used to guide individual account transfers, assignments, and reassignments, as well as to inform decisions during mergers or portfolio cessions. The rules mandate specific weighted averages of market returns over 36, 60, and 120-month horizons and require administrators to disclose these indicators and balance fees in documents sent to workers.
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