Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Bitcoin for Fiduciaries (PDF)
Pete Swisher, via Journal of Pension Benefits Dec. 6, 2021 "The thesis of this column is that fiduciaries need to advise clients on crypto (whether pro or con) and begin incorporating this advice into prudent investment strategies now, long before case law, statute, and regulation will have a chance to provide meaningful guidance. That means we need to use the guidance we already have. To lay the groundwork for cryptoadvising, this column begins with some facts and perspective and moves on to a discussion of the fiduciary framework." |
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