Season 3
Season 3 Episode 15 “A New Fiduciary Proposal”
Season 3 Episode 15 - A New Fiduciary Proposal On October 31, the Biden Administration...
Season 3 Episode 14 “Focus on ERISA 403(b) – Litigation”
Season 3 Episode 14 - Focus on ERISA 403(b) - Litigation At the 2023 NAPA/NTSA...
Season 3 Episode 13 “Focus on ERISA 403(b)”
Season 3 Episode 13 - Focus on ERISA 403(b) At the 2023 NAPA/NTSA ERISA 403(b)...
Season 3 Episode 12 “DOL Makes Another Fiduciary Foray”
Season 3 Episode 12 - DOL Makes Another Fiduciary Foray Late one recent Friday afternoon,...
Season 3 Episode 11 “Hot Topics – Roth Relief, Fiduciary Filings, & Crypto Calls, Oh My!”
Season 3 Episode 11 - Hot Topics - Roth Relief, Fiduciary Filings, & Crypto Calls,...
Season 3 Episode 10 “Suits Strike Polarizing Positions on ESG”
Season 3 Episode 10 - Suits Strike Polarizing Positions on ESG Amidst a highly politicized...
Season 3 Episode 9 “Reenrollment: If At First You Don’t ‘Succeed’…”
Episode 9 - Reenrollment: If At First You Don't 'Succeed'... There’s an old practice getting...
Season 3 Episode 8 “Hot Topics”
Listen to Nevin and Fred's Retirement Journey Season 3 Episode 8 - Hot Topics It’s been...
Season 3 Episode 7 “Managed Account-Ability”
Season 3 Episode 7 - Managed Account-Ability According to Cerulli’s “U.S. Managed Accounts 2022: The Future...
Season 3 Episode 6 “An “Obstacles” Course in Retirement Income”
Season 3, Episode 6 - An "Obstacles" Course in Retirement Income There’s little argument that retirement...
Season 3 Episode 5 “Nevin & Fred Live and In Person – Part 2”
Season 3, Episode 5 - Nevin & Fred Live and In Person – Part 2 On...
Season 3 Episode 4 “Nevin & Fred Live and In Person – Part 1”
Season 3, Episode 4 - Nevin & Fred Live and In Person – Part 1 On...
Season 3 Episode 3 “A Changing Recordkeeper Checklist”
Season 3, Episode 3 - A Changing Recordkeeper Checklist There are few things more disruptive to...
