In Part 2 of their “live” podcast from the NAPA 401(k) Summit, Nevin (Adams) & Fred (Reish) discuss ESG (and “material risk and return factors”), tie-breakers, designated investment alternatives, “extreme caution” and cryptocurrency within self-directed brokerage accounts (and beyond)—and Fred’s favorite ERISA case…
That’s right—as part of the 2022 NAPA 401(k) Summit, attendees had a chance to participate live in a special edition of the podcast.
Episode Resources
- DOL Issues Big Caution on Crypto
- A Thumb on the Scale(s)?
- Cold Water Thrown on Need for New Brokerage Window Guidance
- Fred’s favorite case: https://www.napa-net.org/news-info/daily-news/nyu-excessive-fee-suit-gets-failing-grade
- Fred’s fiduciary training PowerPoint slides about Fred’s favorite case
- Nevin’s column about Fred’s favorite case: Expert Opinions
Did you miss (or just want to relive) Part 1? It’s online at https://www.napa-net.org/news-info/daily-news/excessive-fee-suit-shifts-fiduciary-focus%E2%80%94or-did-it
