self-directed brokerage

DOL Brokerage Window Guidance & Cryptocurrency Accounts
Team SummitEmployer Resource Center, Fiduciary Governance, Plan InvestmentsComments are off for this post
Recently, the U.S. Labor Department issued new 2022 guidance regarding 401(k) retirement plans that offer, or are considering offering, investments in cryptocurrency and/or self-directed brokerage accounts in their plan menu. This has not been a worry for most plan sponsors, primarily due to a lack of guidance to date regarding the issue of brokerage windows,  Read More →

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