Season 4 Episode 6: Live from Music City! – Part 2

workplace retirement plans

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 (

The meaning of “meaningful benchmarks”: Lack of ‘Meaningful Benchmark’ Bounces (Another) 401(k) Excessive Fee Suit | National Association of Plan Advisors (

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 (

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