Season 4 Episode 13
On October 21, the dynamic podcasting duo of Nevin (Adams) & Fred (Reish) brought their engaging, informative, and occasionally alliterative discussion to ASPPA Annual.
As one might expect from a crowd composed of the nation’s leading recordkeepers and third party administrators (and a bunch of experts that help them succeed), the discussion was, as always, wide-ranging, including constantly compelling topics like:
Latest Lessons from the Litigation Landscape – fending off fiduciary forfeiture suits
Fiduciary Faux Pas, Pitfalls and Best Practices
Scary stuff from SECURE 2.0 – implications of auto-enrollment for all plans, LTPT employee tracking, etc.
Things I Worry About: Automatic Enrollment (1) https://fredreish.com/things-i-worry-about-automatic-enrollment-1/
Nevin & Fred: Forfeiture Litigation, Meeting Minutes and More https://www.napa-net.org/news/2024/10/nevin–fred-forfeitures-meeting-minutes-and-more/
What Expenses Can Be Paid from Plan Assets?
7 Steps to Reduce Fiduciary Exposure
DOL Successfully Sues Employer for Misuse of Forfeitures
Limiting Fiduciary Liability (Costs)