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Retirement Plan Roundup, Session 3: Retirement Plan Investments (ESG/Crypto/Managed Accounts/Brokerage Windows)

Thompson Hine LLP

Nov. 9, 2022
Recorded Online

In this session, Ed Redder and Dominic DeMatties explore recent developments related to retirement plan investments, including:

  • ESG considerations when selecting investments
  • Fiduciary considerations when including cryptocurrency in investments
  • Fiduciary process for selecting and monitoring managed account services and brokerage windows

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