Skip to main content

You are here


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: 

Nevin’s writeup on the NYU case:

Nevin’s column on NYU case:

Christmas Club concerns?:

Fred’s most impactful SECURE 2.0 provisions:

Nevin’s favorite litigation case:

If you missed it, part 1 is at: