Season 4 Episode 6
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!
In the second half of an expanded session, the prolific podcasting pair pointed to some takeaways from recent litigation trends including:
The importance of fiduciary training: New Fiduciary Suits, TDF Demographics and a Prudent Process Primer | National Association of Plan Advisors (napa-net.org)
The meaning of “meaningful benchmarks”: Lack of ‘Meaningful Benchmark’ Bounces (Another) 401(k) Excessive Fee Suit | National Association of Plan Advisors (napa-net.org)
Not to mention some predilections and predictions about the pending popularity and proclivities of pooled employer plans (PEPs). PEPs Will Match Single Employer Plan Adoption in 5 to 10 Years: Fred Reish | National Association of Plan Advisors (napa-net.org)