Bitcoin for Fiduciaries – Part 2

Bitcoin for Fiduciaries – Part 2

by PETE SWISHER |  Volume 29 • Number 3 • Autumn 2021 Pete Swisher is Founder and President of Waypoint Fiduciary LLC, and is known nationally for his work on retirement plan governance. He is a prolific writer and speaker for the financial community and was the...
Bitcoin for Fiduciaries – Part 1

Bitcoin for Fiduciaries – Part 1

by PETE SWISHER |  Volume 28 • Number 3 • Spring 2021 Pete Swisher is Founder and President of Waypoint Fiduciary LLC, and is known nationally for his work on retirement plan governance. He is a prolific writer and speaker for the financial community and was the...
A Rumor of the Death of GoPs

A Rumor of the Death of GoPs

MEPs, PEPs & PPPs by PETE SWISHER | September 15th, 2021 The retirement industry got two new plan types via the SECURE Act—pooled employer plans (PEPs) and “groups of plans” (GoPs). But proposed regulations issued on Sept. 14  might effectively kill the GoP...
GETTING OUT, PART 1

GETTING OUT, PART 1

Getting out of a MEP or PEP is generally easy, but there are pitfalls to watch out for. by PETE SWISHER | Spring 2021 Editor’s Note: This is the first of a two-part series on best practices in getting out of a MEP, PEP or PEO. Part 2, on exiting a PEO, will appear in...
2021 PLANNING FOR THE SECURE ACT

2021 PLANNING FOR THE SECURE ACT

THIS HAS BEEN A CHAOTIC YEAR. BUT IN CHAOS THERE IS OPPORTUNITY— AND THE NEED TO REDEFINE RETIREMENT STRATEGY IS NOW.  by PETE SWISHER  NO ONE REALLY EXPECTED THE SECURE ACT TO PASS IN 2019. And no one expected that, if it passed at the end of 2019, the deadlines...