Nevin & Fred

17/10/2024

We've got a NEW episode up - Live from Miami at the Strategic Retirement Partners annual conference - with Tom Clark and Bonnie Treichel! Check it (and out other episodes) at https://nevinandfred.com/

07/08/2024

surveyed over 2,000 clients to discover the top optional provisions of the SECURE 2.0 Act that plan sponsors are likely to adopt. Join Nevin & Fred as they discuss the survey results and share their favorite options.

Listen Here: https://ow.ly/J6YY50SCpA9

05/08/2024

We've got a NEW episode now live - the "Demise of Deference"... Check out our take on a recent Supreme Court decision - and how it might impact the regulatory environment. It's now online on your preferred podcasting platform - or at https://nevinandfred.com/season-4-episode-10-the-demise-of-deference/

11/07/2024

The SECURE 2.0 Act of 2022 included dozens of new OPTIONAL plan design choices for plan sponsors — Nevin (Adams) and Fred (Reish) explore the findings of a new survey of which ones plan sponsors are most likely to adopt.

The SECURE 2.0 Act of 2022 included dozens of new OPTIONAL plan design choices for plan sponsors. Nevin (Adams) and Fred (Reish) explore the findings of a new survey of which plan design choices plan sponsors are most likely to adopt. To gain a better understanding of which optional provisions of th...

17/01/2024

It's a new year - and we have a new season of Nevin & Fred - have you heard about the Labor Department's support of an appeal of a jury trial in an excessive fee case?

Late last year a Pasadena, California, law firm launched a series of suits alleging that the use of forfeitures to offset employer contributions was a fiduciary breach. Nevin (Adams) and Fred (Reish) look at the issue(s) this raises. “If this is the law, then that would be news to Congress and the...

02/11/2023

We've got a NEW episode out! At the 2023 NAPA/NTSA ERISA 403(b) conference, Nevin & Fred took the podcast LIVE to focus on the differences in SECURE 2.0 for 403(b) and 401(k) plans – with a special guest. Come check it out at https://podcasters.spotify.com/pod/show/nevinandfred/episodes/Season-3--Episode-13-Focus-on-ERISA-403b-e2bc3jd

31/08/2023

Amidst a highly politicized environment, retirement plan litigation recently has focused on the inclusion of ESG (environmental, social & governance) factors—or the lack thereof. Nevin (Adams) and Fred (Reish) examine the issue(s) and implications. https://podcasters.spotify.com/pod/show/nevinandfred/episodes/Season-3--Episode-10-Suits-Strike-Polarizing-Positions-on-ESG-e28nerk/a-aaa0ukk

03/08/2023

There’s an old practice getting some new attention these days—“reenrollment.” In this episode, Nevin & Fred take a look at the trend and its implications. https://bit.ly/NFreenroll

23/07/2023

It’s been a hot summer here (and likely “there” as well)—and there’s been so much going on lately that our brief recap wound up being a podcast episode unto itself. So, what’s “hot?” https://podcasters.spotify.com/pod/show/nevinandfred/episodes/Season-3--Episode-8---Hot-Topics-e271svl/a-aa4r2di

12/07/2023

According to Cerulli’s “U.S. Managed Accounts 2022: The Future of Personalized Portfolios,” assets in managed-accounts programs (including retail) grew nearly 24% in 2021, reaching a high of $10.7 trillion. In this episode Nevin (Adams) & Fred (Reish) take a look at the trends, the issues, and the considerations underlying managed accounts. Check it out at https://podcasters.spotify.com/pod/show/nevinandfred/episodes/Season-3--Episode-7---Managed-Account-Ability-e25942v/a-a9v0l4b

01/06/2023

Have you caught up with the latest episode of Nevin & Fred? It's an Obstacles "Course" in Check it out at

There’s little argument that retirement income solutions are a need – but no real consensus that providing it is, or should be, a plan sponsor’s responsibility. Nevin & Fred discuss what's (still) standing in the way...

27/03/2023

NEW NEW NEW...Nevin & Fred are back at it! Listen to the latest episode at NevinandFred.com or your favorite podcasting platform🎙

There are few things more disruptive to the peace or clarity of a 401(k) plan than a switch in recordkeepers. But—whether for good or ill—a change in recordkeepers is one of those “choices” that plan fiduciaries are expected under ERISA to evaluate as a prudent expert. In this episode, Nevin & Fred cover the key factors.

07/03/2023

The latest episode of Nevin & Fred just dropped! LISTEN NOW 🎧 wherever you get your podcasts!

Over the past several months –following the United States Supreme Court’s decision in Hughes v. Northwestern University – a number of cases, notably the Oshkosh case—and those of CommonSpirit and TriHealth—have brought with them what appears to be a higher standard of “plausibility” in asserting claims that can get past the standard motion to dismiss.

In this episode Nevin & Fred take a look at the new litigation landscape for ERISA plans, as well as providing updates on a series of suits involving the BlackRock LifePath target-date funds, as well as a surprising decision regarding rollovers and the fiduciary rule – and a flurry of legislation regarding the Labor Department’s Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights” – a.k.a. the so-called ”ESG rule.”

Head to NevinandFred.com or your favorite podcasting platform.

23/02/2023

Ahhhh....

31/01/2023

☕Rise and shine with a brand new season and episode of the Nevin & Fred podcast!

The SECURE 2.0 Act of 2022 was signed into law in the waning days of 2022. But there are some things that need fixing – and some things you may have overlooked. Nevin (Adams) and Fred (Reish) highlight five key areas calling for attention.

🎧LISTEN NOW🎧 wherever you get your podcasts, or at NevinandFred.com.

03/01/2023

🍾Start the New Year off right...it's a brand new episode of Nevin & Fred!

In the waning days of 2022, President Biden signed into law legislation that had moved through the House and the Senate on a strong bipartisan basis that greatly expands retirement savings opportunities for working Americans.

In this episode Nevin (Adams) & Fred (Reish) unpack some of the major provisions, and their implications for retirement.

Listen wherever you get your podcasts!

17/12/2022