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
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