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Season 4, Episode 13: Nevin & Fred “Live” at ASPPA Annual
- 2024/10/30
- 再生時間： 36 分
- ポッドキャスト
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サマリー
あらすじ・解説
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)
IRS Proposes Regs to Clarify Timing and Use of Forfeitures
Expert Opinions
The Forfeiture Suits to Date