The SECURE 2.0 Act of 2022 included dozens of new OPTIONAL plan design choices for plan sponsors. Nevin (Adams) and Fred (Reish) explore the findings of a new survey of which plan design choices plan sponsors are most likely to adopt.

To gain a better understanding of which optional provisions of the SECURE 2.0 Act plan sponsors are most likely to adopt, Fidelity Investments recently invited more than 2,000 clients to participate in a survey, and from that derived the top-five-ranked optional provisions.  In this episode, Nevin (Adams) and Fred (Reish) talk about

In this episode we also talk about some of the big defined contribution plan trends captured in Vanguard’s annual

If you’re looking to know what’s going on—and what’s coming up—you won’t want to miss this episode of Nevin & Fred!