Nevin & Fred

Season 3, Episode 4: Nevin & Fred Live and In Person – Part 1


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On April 3, the Nevin & Fred podcast went on the road to San Diego

for a live appearance in front of a standing room only crowd at the NAPA
401(k) Summit. 


Along with their alliterative illustrations, Nevin (not Neville — Adams) & Fred (Reish) covered:

  • Their favorite provisions of SECURE 2.0 — why — and how it matters to you (and the coverage gap).
  • Why 2024 is just four months away.
  • The implications of when a plan is “established.”
  • The (potential) impact of the last SECURE 2.0 provision to take effect — and why you should be nice to your recordkeeper partners.
  • A new industry acronym!
  • Episode Resources: 

    The What's and When's of SECURE 2.0:  https://www.napa-net.org/news-info/daily-news/what%E2%80%99s-and-when%E2%80%99s-secure-20

    SECURE 2.0  https://www.napa-net.org/secure-20

    The Most Impactful Provisions:  https://fredreish.com/category/secure-2-0/

    ...more
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    Nevin & FredBy Nevin Adams

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