Season 3 Episode 11 – Hot Topics – Roth Relief, Fiduciary Filings, & Crypto Calls, Oh My!
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.
We’re talking about:
Breathing room from the IRS on mandatory Roth for higher income catch-up contributions
https://www.napa-net.org/news-info/daily-news/breaking-news-irs-grants-two-year-delay-roth-catch-requirements
A favorable court ruling for the Labor Department on its compliance assistance release regarding cryptocurrency investments in defined contribution plans.
https://www.napa-net.org/news-info/daily-news/401k-crypto-case-crumbles-federal-court
American Airlines pilot suit says he was invested in funds influenced by ESG bias.
https://www.napa-net.org/news-info/daily-news/breaking-news-irs-grants-two-year-delay-roth-catch-requirements
Labor Department drops off new fiduciary rule at OMB for evaluation.
https://www.napa-net.org/news-info/daily-news/breaking-news-new-fiduciary-rule-sent-omb-department-labor
