Season 2 Episode 4 “Nevin & Fred: LIVE! Part Two”

Season 2, Episode 4 – Nevin & Fred: LIVE! Part Two

In Part 2 of their “live” podcast from the NAPA 401(k) Summit, Nevin & Fred discuss ESG (and “material risk and return factors”), tie-breakers, designated investment alternatives, “extreme caution” & cryptocurrency within self-directed brokerage accounts (and beyond) – and Fred’s favorite ERISA case…

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
• Fred’s fiduciary training PowerPoint slides about Fred’s favorite case
• Nevin’s column about Fred’s favorite case: Expert Opinions