Financial Factors in the Selection of Plan Investments
Now that the DOL Final Rule called “FINANCIAL FACTORS IN THE SELECTION OF PLAN INVESTMENTS,” is a law (with a few exceptions for ESG type funds”, what can we expect the DOL will do from here in their investigations and how does that effect smaller plans? (less than $500 million)
In our latest episode, the ‘Two Nerds’ discuss the new DOL Final Rule. Click here to watch it.
“Two Nerds” features Jackie Reeves, the Managing Director at Bell Rock Capital, a registered investment firm, and Don Jones, the Founder and a current partner at Fiduciary Wise, an ERISA Plan Fiduciary Firm. Both Jackie and Don were awarded a BCF™ (Board Certified Fiduciary™) designation from The Center for Board Certified Fiduciaries.
In the previous episode, Don and Jackie get nerdy about SCOTUS and Substantive Measurements. Watch the previous episode here.
You can find the series on YouTube. Two Nerds will be published on the Fiduciary Wise YouTube channel once a month! Watch the latest episode below and don’t forget to like and subscribe to the channel.
Tell us your thoughts and ask us your questions! Comment on our video and let’s discuss.