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Nevin & Fred LIVE & In Person — Part 2

Fiduciary Rules and Practices

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. Here’s part 2 of that live episode.

 

 

In this episode, the discussion about favorite sections of SECURE 2.0 continues, including:

  • A new ERISA acronym (cause we needed it)
  • Provisions that may (or may not) “take off”
  • Christmas club concerns (alliterative)?
  • Fred’s favorite fiduciary training/litigation case (and why)
  • Nevin’s favorite litigation case(s) (and why) – and his least favorite
  • The importance of benchmarking – against the proper benchmarks

 

 

Episode resources:

Fred’s fiduciary training PowerPoint slides about Fred’s favorite case: https://img1.wsimg.com/blobby/go/f197dd2b-b8f0-4392-acf5-dfc33e2bd3c2/Fred%20Fiduciary%20Training.pdf 

Nevin’s writeup on the NYU case: https://www.napa-net.org/news-info/daily-news/nyu-excessive-fee-suit-gets-failing-grade

Nevin’s column on NYU case: https://www.napa-net.org/news-info/daily-news/expert-opinions

Christmas Club concerns?: https://www.napa-net.org/news-info/daily-news/withdrawal-symptoms

Fred’s most impactful SECURE 2.0 provisions: https://fredreish.com/most-popular-insights-for-the-first-quarter-2023/

Nevin’s favorite litigation case:  https://www.napa-net.org/news-info/daily-news/plan-fiduciaries-sue-recover-costs-defending-401k-excessive-fee-suit

If you missed it, part 1 is at: https://www.napa-net.org/news-info/daily-news/nevin-fred-live-person-%E2%80%94-part-1

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