Season 4 Episode 5: Live from Music City!

workplace retirement plans

Season 4 Episode 5

On April 7, 2024, Nevin (Adams) & Fred (Reish) took their popular podcasting platform on the road to Nashville, Tennessee, for a live version at the NAPA 401(k) Summit—in the middle of a solar eclipse!

During an expanded session, the prolific podcasting pair pointed to some takeaways from recent litigation trends including:

Why it’s important to know/read your plan document (forfeiture reallocation suits) – Law Firm Finds Another 401(k) Plan to Slap with Forfeiture Fiduciary Breach Suit | National Association of Plan Advisors (

Why you may not need an investment policy statement (but should have an investment policy and an engaged committee) Prudent Process Prevails (Again) in Proprietary Fund Suit | National Association of Plan Advisors (

How participant demographics could (should?) influence your target-date fund selection Breaking News: flexPATH Prevails in Suit Brought by Schlichter | National Association of Plan Advisors (

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