Summer may be winding down, but there’s been a LOT going on in the retirement world. In this episode, Nevin (Adams) and Fred (Reish) run down the hot topics, and the implications behind these trends.
In what has traditionally been a “quiet” news period, the retirement industry had been buzzing with a number of key developments on a wide variety of topics…and summer isn’t over yet!
We’re talking about:
- Breathing room from the IRS on mandatory Roth for higher income catch-up contributions.
- A favorable court ruling for the Labor Department on its compliance assistance release regarding cryptocurrency investments in defined contribution plans.
- American Airlines pilot suit that says he was invested in funds influenced by ESG bias.
- Labor Department drops off new fiduciary rule at OMB for evaluation.
