On October 21, the dynamic podcasting duo of Nevin (Adams) & Fred (Reish) brought their engaging, informative, and occasionally alliterative discussion to ASPPA Annual.

As one might expect from a crowd composed of the nation's leading recordkeepers and third party administrators (and a bunch of experts that help them succeed), the discussion was, as always, wide-ranging, including constantly compelling topics like:

Latest Lessons from the Litigation Landscape – fending off fiduciary forfeiture suits

Fiduciary Faux Pas, Pitfalls and Best Practices

Scary stuff from SECURE 2.0 – implications of

Things I Worry About: Automatic Enrollment (1)  https://fredreish.com/things-i-worry-about-automatic-enrollment-1/

Nevin & Fred: Forfeiture Litigation, Meeting Minutes and

What Expenses Can Be Paid from Plan Assets? 

7 Steps to Reduce Fiduciary Exposure  

DOL Successfully Sues Employer for Misuse of Forfeitures  

Limiting Fiduciary Liability (Costs)  

IRS Proposes Regs to Clarify Timing and Use of

Expert Opinions  

The Forfeiture Suits to Date