Nevin Adams and Fred Reish offer listeners their perspectives on all things retirement.
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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
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
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
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
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...
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.
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.”
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☕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.
🍾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.
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Thank you for supporting Nevin & Fred this year! We're thrilled you love what we're doing and we can't wait to bring you even more in 2023 😎
🎅CHRISTMAS CAME EARLY...it's a brand new episode of Nevin & Fred!
The U.S. Department of Labor has unveiled its much-anticipated final ESG rule that it says will allow “plan fiduciaries to consider climate change and other environmental, social and governance factors when they select retirement investments and exercise shareholder rights, such as proxy voting.” The operative word for plan fiduciaries is MAY, not must consider ESG factors—a concern that had arisen in the wake of the proposed regulation previously issued.
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NEVIN & FRED are BACK! Listen now 🎧 wherever you get your podcasts.
A recent flurry of lawsuits has "targeted" holders of the BlackRock LifePath target-date funds and their decision(s) to select, and hold, on their investment menu. Ironically, the plan fiduciaries have been charged with "chasing low fees" with a disregard for the funds' performance - which the plaintiffs say was tracked against an inappropriate benchmark. In this episode, Nevin & Fred look at the issues raised by - and the issues involved in - this new round of ERISA litigation.
There’s an old saying that when you assume… well, that applies double (and then some) to ERISA plan fiduciaries. In a brand new episode, Nevin (Adams) and Fred (Reish) discuss five – with reminders about how to wind up in trouble. Check it out wherever you get your podcasts, or at nevinandfred.com.
Nevin E. Adams Fred Reish
It's here....a brand new episode of Nevin & Fred! Check it out wherever you get your podcasts, or at NevinandFred.com.
PTE 2020-02: What to do When You Didn’t do What You Were Supposed to Do.
With the written best interest documentation requirement now in place (as of July 1), and with some evidence that some advisors might not have focused on that deadline (or a series of others that took effect in February), in this episode Nevin (Adams) & Fred (Reish) look at some new ways to “fix” non-compliance issues.
Nevin E. Adams Fred Reish
Check out Nevin & Fred IN THE NEWS!
Read more…https://401ktv.com/fiduciary-surprises-surface-in-many-forms/
What better way to return to work after a long weekend (in fact, rise and shine) than starting your day with a brand new episode of Nevin & Fred?
In this episode, Nevin & Fred talk EARN, RISE & SHINE, Auto-Portability...and the ways forward. 👂 wherever you get your podcasts!
Start your Tuesday the best way - a new episode of Nevin & Fred!
The Labor Department’s expanded definition of fiduciary advice is described in the preamble to PTE 2020-02. The PTE then provides relief for conflicted non-discretionary recommendations (for example, rollover recommendations), IF its conditions are satisfied.
In this episode Nevin & Fred discuss the new parameters, how they’re applied, the conditions that might (and might not) be sufficient to warrant rolling money out of a qualified plan and into an IRA – and the “new” requirement that the justification as to why that move is in the interests of the plan participant – and be in writing, effective July 1.
Listen now 🔊 https://nevinandfred.com/
Nevin E. Adams Fred Reish
to Nevin & Fred LIVE at the NAPA 401(k) Summit! Missed out? Good news! You can listen to Parts 1 & 2 here ➡️ https://nevinandfred.com
Nevin E. Adams Fred Reish
🎧NEW EPISODE!🎧 When it comes to workplace retirement plans, there are three kinds of people: people who are ERISA fiduciaries and know it, people who aren’t ERISA fiduciaries and know it, and people who are ERISA fiduciaries and don’t know it.
If you’re in the first or last category — well, in this episode Nevin & Fred discuss seven things that every ERISA plan fiduciary should know.
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‼🔊It's here! In Part 2 of their “live” podcast from the NAPA 401(k) Summit, Nevin & Fred discuss
ESG (and “material risk and return factors”), tie-breakers, designated investment alternatives, “extreme caution” & cryptocurrency within self-directed brokerage accounts (and beyond) – and Fred’s favorite ERISA case…
Nevin E. Adams Fred Reish
➡The next episode of Nevin & Fred is out - along with a brand new look.
Check out the podcast (our first LIVE recording!) and the new look at our website...or, wherever you find your podcasts.
That’s a wrap on Nevin & Fred Live! Thanks to everyone who turned out to chat with us.
If you missed the live show ➡️ swipe to see a new surprise coming to the podcast soon!
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This episode, Nevin & Fred dive into crypto currency and what it means for your 401(k) plan...
🚨🚨🚨The first episode of Season 2 of Nevin & Fred is OUT! 🚨🚨🚨
In their first episode of 2022, Nevin & Fred look at a new Supreme Court ruling likely to make it harder—perhaps much harder--to dismiss excessive fee lawsuits, the U.S. Supreme Court has remanded for further consideration a lower court decision that the law firm of Schlichter Bogard & Denton had argued had a "chilling effect" on excessive fee litigation.
What happens next? Check it out at https://nevinandfred.com/ or wherever you get your podcasts.
CHRISTMAS CAME EARLY...it's the latest episode of Nevin & Fred!
Nevin & Fred take a look at what next year might have in store for the retirement industry. Listen now at the link in bio or wherever you get your podcasts!
This is Nevin & Fred's last episode of 2021! Stay tuned for another year chock full of fresh and best perspectives in the new year.
🆕EPISODE 7 OF NEVIN & FRED IS HERE!
Environmental, social and governance (ESG)-focused investing is of increasing interest to investors, plan sponsors and…regulators. In this episode, Nevin & Fred focus on where things stand, what’s changed (and what hasn’t), and what plan fiduciaries/plan advisors should consider doing…now.
LISTEN NOW: https://podcasts.apple.com/us/podcast/nevin-fred-fresh-and-best-perspectives/id1568616078
This , why not celebrate by listening to the freshest and best perspectives from Nevin & Fred?
Check out all six episodes, out now!
Listen anywhere you get your podcasts, or at NevinAndFred.com.
LET'S FACE IT...Being a plan fiduciary is a tough job—and one that, it’s probably fair to say—is underappreciated, if not undercompensated.
This week Nevin and Fred focus on five key missteps that plan committees make - and the best practices that can help keep you out of trouble.
LISTEN NOW at NevinandFred.com, or wherever you get your podcasts!
Are you ready for a new episode? How about one on plan committee missteps?
What would you like to hear us chat about on our next episode?
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