Season 4
Season 4 Episode 11: Stop—and Go? The Fiduciary Rule & Forfeiture Suits
Season 4 Episode 11 The so-called fiduciary rule has been stayed—and legal challenges regarding forfeiture...
Season 4 Episode 10: The Demise of Deference
Season 4 Episode 10 With far-reaching implications—likely including the Labor Department’s fiduciary rule—the nation’s highest...
Season 4 Episode 9: SECURE 2.0 Choices and Savings Trends
Season 4 Episode 9 The SECURE 2.0 Act of 2022 included dozens of new OPTIONAL...
Season 4 Episode 8: Forfeitures, Managed Accounts and a “New” Fiduciary Rule Challenge
Season 4 Episode 8 Forfeitures, Managed Accounts and a “New” Fiduciary Rule Challenge In this...
Season 4 Episode 7: The Fiduciary Rule—Here We Go Again
Season 4 Episode 7 In late April the Department of Labor (DOL) released the Retirement Security...
Season 4 Episode 6: Live from Music City! – Part 2
Season 4 Episode 6 On April 7, 2024, Nevin (Adams) & Fred (Reish) took their...
Season 4 Episode 5: Live from Music City!
Season 4 Episode 5 On April 7, 2024, Nevin (Adams) & Fred (Reish) took their...
Season 4 Episode 4: Could a Predominant PEPs Prediction Prove Positive?
Season 4 Episode 4 In a recent article on NAPA-Net, Fred Reish opined that PEPs—pooled...
Season 4 Episode 3 “More Proof Prudence Prevails in 401(k) Litigation”
Season 4 Episode 3 Some recent suits – and federal court rulings – provide some...
