Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Testimony to the ERISA Advisory Council: Understanding Brokerage Windows in Self-Directed Retirement Plans (PDF)
Alison Borland, Alight [Opinion] July 8, 2021 13 pages. "[B]rokerage windows, while not appropriate for all investors, do provide a beneficial investment option for certain plan participants who are interested and willing to take a very hands-on approach to managing their investments. It is [Alight's] view that participants with access to brokerage windows are adequately protected under ERISA." |
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