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Nevin Adams
Nevin & FredEpisodes
Episodes of Nevin & Fred
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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
In this episode, Nevin & Fred discuss new lawsuits regarding fiduciary breaches on the use of planforfeitures, a managed account default – and the Labor Department’s new fiduciary rule.In late May a motion to dismiss the suit in one of the ha
In late April the Department of Labor (DOL) released the Retirement Security Rule, generally referred to as the “fiduciary rule.” Nevin (Adams) and Fred (Reish) take a look at what’s changed —what hasn’t—and what it all means for retirement pl
On April 7, 2024, Nevin (Adams) & Fred (Reish) took their popular podcasting platform on the road to Nashville,Tennessee, for a live version at the NAPA 401(k) Summit—in the middle of a solar eclipse!In the second part of an expanded session,
On April 7, 2024, Nevin (Adams) & Fred (Reish) took their popular podcasting platform on the road to Nashville, Tennessee, for a live version at the NAPA 401(k) Summit—in the middle of a solar eclipse!During an expanded session, the prolific p
In a recent article on NAPA-Net, Fred Reish opined that PEPs—pooled employer plans—would come to dominate new plan adoption in the next five to 10 years. In this episode, Nevin (Adams) and Fred explore that possibility.To make his case, Fred p
Some recent suits – and federal court rulings – provide some timely reminders about the importance of a prudent process and following the plan document. In this podcast episode, Nevin (Adams) & Fred (Reish) discuss the background, issues, and
Another of the BlackRock TDF suits comes to a conclusion, the WSJ takes a peek at managed accounts—and Nevin and Fred ponder the implications for glidepaths.To date only one of the dozen or so suits filed against plans thathad BlackRock’s Lif
Late last year a Pasadena, California, law firm launched aseries of suits alleging that the use of forfeitures to offset employer contributions was a fiduciary breach. Nevin (Adams) and Fred (Reish) look at the issue(s) this raises. “If this
On October 31, the Biden Administration rolled out its long-anticipated update to the fiduciary rule. Whileit’s got a new name (the Retirement Security Rule), it builds on and extends the Labor Department’s reach by both focusing on the needs
At the 2023 NAPA/NTSA ERISA 403(b) conference, Nevin & Fred took the podcast LIVE to focus on the differences in SECURE 2.0 for 403(b) and 401(k) plans—with a special guest. And then the focus turned to litigation. Since late 2016, nearly two
At the 2023 NAPA/NTSA ERISA 403(b) conference, Nevin & Fred took the podcast LIVE to focus on the differences in SECURE 2.0 for 403(b) and 401(k) plans – with a special guest.
Late one recent Friday afternoon, the Department of Labordropped off a package that would redefine fiduciary investment advice under the Employee Retirement Income Security Act (ERISA). In this episode Nevin (Adams) and Fred(Reish) explore t
Summer may be winding down, but there’s been a LOT going onin 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 th
Amidst a highly politicized environment, retirement planlitigation focused on the inclusion of ESG (environmental, social & governance) factors – or the lack thereof. Nevin (Adams) and Fred (Reish) examine the issue(s) and implications.While
There’s an old practice getting some new attention these days – “reenrollment." In this episode, Nevin and Fred take a look at the trend and its implications. Let’s face it, just because circumstances weren’t right for joining the plan a year
It’s been a hot summer here – and there’s been so much going on lately that our brief recap wound up being a podcast episode unto itself. In this episode Nevin (Adams) and Fred (Reish) discuss: The jury trial outcome of the Yale University
According to Cerulli’s “U.S. Managed Accounts 2022: The Future of Personalized Portfolios,” assets in managed-accounts programs grew nearly 24% in 2021, reaching a high of $10.7 trillion. In this episode Nevin (Adams) & Fred (Reish) take a l
There’s little argument that retirement income solutions are a need – but no real consensus that providing it is, or should be, a plan sponsor’s responsibility. Nevin & Fred discuss what's (still) standing in the way...
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 NAPA401(k) Summit.
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 NAPA401(k) Summit. Along with their alliterative illustrations, Nevin (not Neville — Adams) & Fred (Re
There are few things more disruptive to the peace or clarity of a 401(k) plan than a switch in recordkeepers. But—whether for good or ill—a change in recordkeepers is one of those “choices” that plan fiduciaries are expected under ERISA to e
Over the past several months –following the United States Supreme Court’s decision in Hughes v. Northwestern University – a number of cases, notably the Oshkosh case—and those of CommonSpirit and TriHealth—have brought with them what appears to
The SECURE 2.0 Act of 2022 was signed into law in the waning days of 2022. But there are some things that need fixing – and some things you may have overlooked. Nevin (Adams) and Fred (Reish) highlight five key areas calling for attention.Th
In the waning days of 2022, President Biden signed into law legislation that had moved through the House and the Senate on a strong bipartisan basis that greatly expands retirement savings opportunities for working Americans.In this episode Ne
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