Season 4

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Season 4 Episode 8: Forfeitures, Managed Accounts and a “New” Fiduciary Rule Challenge

Season 4 Episode 8 Forfeitures, Managed Accounts and a “New” Fiduciary Rule Challenge In this...
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Season 4 Episode 7: The Fiduciary Rule—Here We Go Again

Season 4 Episode 7 In late April the Department of Labor (DOL) released the Retirement Security...
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Season 4 Episode 6: Live from Music City! – Part 2

Season 4 Episode 6 On April 7, 2024, Nevin (Adams) & Fred (Reish) took their...
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Season 4 Episode 5: Live from Music City!

Season 4 Episode 5 On April 7, 2024, Nevin (Adams) & Fred (Reish) took their...
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Season 4 Episode 4: Could a Predominant PEPs Prediction Prove Positive?

Season 4 Episode 4 In a recent article on NAPA-Net, Fred Reish opined that PEPs—pooled...
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Season 4 Episode 3 “More Proof Prudence Prevails in 401(k) Litigation”

Season 4 Episode 3 Some recent suits – and federal court rulings – provide some...
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Season 4 Episode 2 “Glidepaths and ‘Guide’ Paths”

Season 4 Episode 2 "Glidepaths and 'Guide' Paths" Another of the BlackRock TDF suits comes...
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Season 4 Episode 1 “Forfeit ‘Sures?’”

Season 4 Episode 1 Forfeit “Sures?”  Late last year a Pasadena, California, law firm launched...