Crypto and its place in 401(k) plans Episode 97
Bruce Kelly sorts through the complicated pairing of crypto and 401(k)s with InvestmentNews’ very own Mark Schoeff Jr. and Jennifer Gibbs Swets, partner and retirement plan consultant at DWC – The 401(k) Experts. Together they address the big questions:
- Why is Fidelity advocating to push crypto onto its 401(k) platform?
- How should you explain this to option to your client?
- Where does the DOL stand on regulating this option?
- Why are these blurred lines a legal higher risk for the financial adviser than for a company like Fidelity?
Related article: Advisers caught between Fidelity, DOL on using crypto in 401(k)s
Guest Bio:
Jennifer Gibbs Swets is a partner and retirement plan consultant at DWC – The 401(k) Experts. She specializes in offering creative and innovative plan design, implemented through the development of strong client relationships, allowing for custom proposals and solutions.
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