Episode Description

If you are an employer and are at all curious about what’s happening in Washington D.C. that might impact your 401(k) plan, I am happy to report that my guest Joan McDonagh likely covers it in today’s episode!  Our conversation includes:

Developments with state run retirement programs

The DOL’s proposed Fiduciary Rule 

Initiatives to help participants generate lifetime income in retirement plans

Tax reform and how it could impact retirement plans

Potential impact of the upcoming presidential election on retirement plans

Guest Bio

Joan is an ERISA attorney with Empower Retirement and has been working with retirement plans for over 30 years.  She is on the Government Relations Committee of the Society of Professional Asset-Managers and Record Keepers (SPARK) and Chairs the Public Policy Committee of the Defined Contribution Institutional Investment Association (DCIIA).  She has written numerous articles and presented a variety of seminars on retirement plan issues.  And, if all that wan’t enough she is also a co-author of the 401(k) Answer Book.

401(k) Fridays Podcast Overview

Offers companies of all sizes free strategic, educational and actionable content to improve  their retirement plans.  My name is Rick Unser and I am your host.  All episodes leverage my nearly two decades of experience working with employers to bring you candid interviews with industry experts to enhance Fiduciary Protection, streamline Plan Operations and improve employee Retirement Readiness.  

For more information please visit www.401kfridays.com