Sign up to save your podcasts
Or
Share Season 3, Episode 11: Hot Topics – Roth Relief, Fiduciary Filings, & Crypto Calls, Oh My!
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Season 3, Episode 11: Hot Topics – Roth Relief, Fiduciary Filings, & Crypto Calls, Oh My!
Summer may be winding down, but there’s been a LOT going on
in the retirement world. In this episode, Nevin (Adams) and Fred (Reish) run down the hot topics, and the implications behind these trends.
We’re talking about:
Breathing room from the IRS on mandatory Roth for higher
income catch-up contributions https://www.napa-net.org/news-info/daily-news/breaking-news-irs-grants-two-year-delay-roth-catch-requirements
A favorable court ruling for the Labor Department on its
compliance assistance release regarding cryptocurrency investments in defined contribution plans. https://www.napa-net.org/news-info/daily-news/401k-crypto-case-crumbles-federal-court
American Airlines pilot suit says he was invested in funds
influenced by ESG bias. https://www.napa-net.org/news-info/daily-news/breaking-news-irs-grants-two-year-delay-roth-catch-requirements
Labor Department drops off new fiduciary rule at OMB for
evaluation. https://www.napa-net.org/news-info/daily-news/breaking-news-new-fiduciary-rule-sent-omb-department-labor
View all episodes
By Nevin Adams
4.9
1717 ratings
Summer may be winding down, but there’s been a LOT going on
in the retirement world. In this episode, Nevin (Adams) and Fred (Reish) run down the hot topics, and the implications behind these trends.
We’re talking about:
Breathing room from the IRS on mandatory Roth for higher
income catch-up contributions https://www.napa-net.org/news-info/daily-news/breaking-news-irs-grants-two-year-delay-roth-catch-requirements
A favorable court ruling for the Labor Department on its
compliance assistance release regarding cryptocurrency investments in defined contribution plans. https://www.napa-net.org/news-info/daily-news/401k-crypto-case-crumbles-federal-court
American Airlines pilot suit says he was invested in funds
influenced by ESG bias. https://www.napa-net.org/news-info/daily-news/breaking-news-irs-grants-two-year-delay-roth-catch-requirements
Labor Department drops off new fiduciary rule at OMB for
evaluation. https://www.napa-net.org/news-info/daily-news/breaking-news-new-fiduciary-rule-sent-omb-department-labor
More shows like Nevin & Fred
View all
Revisionist History
59,030 Listeners
Capital Ideas Podcast
277 Listeners
The Perfect RIA
457 Listeners
The Bid
249 Listeners
The Compound and Friends
2,075 Listeners
The Long View
884 Listeners
The Journal.
5,948 Listeners
Retireholics
12 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
9,303 Listeners
401(k) Specialist Podcast
23 Listeners
The 401(k) Marketing Podcast
3 Listeners
On The Tape with Danny Moses
156 Listeners
The Markets
69 Listeners
Be More Than A Fiduciary
21 Listeners
The Gap
4 Listeners