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 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.

Along with their alliterative illustrations, Nevin (not Neville — Adams) & Fred (Reish) covered:

• Their favorite provisions of SECURE 2.0 — why — and how it matters to you (and the coverage gap).
• Why 2024 is just four months away.
• The implications of when a plan is “established.”
• The (potential) impact of the last SECURE 2.0 provision to take effect — and why you should be nice to your recordkeeper partners.
• A new industry acronym!

Episode Resources:

• The What’s and When’s of SECURE 2.0
• SECURE 2.0 
• The Most Impactful Provisions