Compass
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Testimony to the ERISA Advisory Council: Understanding Brokerage Windows in Self-Directed Retirement Plans (PDF)
Aliya Robinson, The ERISA Industry Committee [ERIC] [Opinion] July 13, 2021 "[P]lan sponsors who include a brokerage window as an investment option consider it an important part of the investment line up and make concerted efforts to ensure that participants who invest in the brokerage window are aware of the risks.... [P]articipants in large retirement plans that include brokerage windows in addition to designated investment alternatives are already protected under statutory and regulatory guidance." |
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