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.