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!
the retirement industry

Episode Resources:

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