On April 3, the Nevin & Fred podcast went on the road to San Diego for a live appearance in front of a standing room only crowd at the NAPA 401(k) Summit.
Along with their alliterative illustrations, Nevin (not Neville — Adams) & Fred (Reish) covered:
- Their favorite provisions of SECURE 2.0 — why — and how it matters to you (and the coverage gap).
- Why 2024 is just four months away.
- The implications of when a plan is “established.”
- The (potential) impact of the last SECURE 2.0 provision to take effect — and why you should be nice to your recordkeeper partners.
- A new industry acronym!
And that’s just part 1!
