EARN, RISE & SHINE, Auto-Portability & the Way(s) Forward
EARN, RISE & SHINE, Auto-Portability & the Way(s) Forward
There’s a lot going on in Washington – big movements in the Senate and in the House – and bipartisan. So, what’s in tho... Read more
5 Jul 2022
•
28mins
New Role(s) With Rollovers
New Role(s) With Rollovers
The Labor Department’s expanded definition of fiduciary advice is described in the preamble to PTE 2020-02. The PTE then... Read more
7 Jun 2022
•
29mins
Similar Podcasts
The Fiduciary U™ Podcast
401(k) Fridays Podcast
401(k) Specialist Podcast
That 401(k) Podcast
SmartLess
Barron's Streetwise
Capital Ideas Investing Podcast
The Always Sunny Podcast
Thoughts on the Market
Odd Lots
Animal Spirits Podcast
The Journal.
Planet Money
Up First
WSJ What’s News
7 Things ERISA Fiduciaries Should Know
7 Things ERISA Fiduciaries Should Know
When it comes to workplace retirement plans, there are three kinds of people: people who are ERISA fiduciaries and know ... Read more
19 May 2022
•
38mins
Nevin & Fred: LIVE! Part Two
Nevin & Fred: LIVE! Part Two
In Part 2 of their “live” podcast from the NAPA 401(k) Summit, Nevin & Fred discuss ESG (and “material risk and retu... Read more
19 Apr 2022
•
24mins
Most Popular Podcasts
The Joe Rogan Experience
TED Talks Daily
The Tim Ferriss Show
The Daily
Stuff You Should Know
Oprah's SuperSoul Conversations
Armchair Expert with Dax Shepard
Nevin & Fred: LIVE! Part One
Nevin & Fred: LIVE! Part One
Nevin & Fred take their podcasting on the road for a Live session at the 2022 NAPA 401(k) Summit! Episode Resources ... Read more
12 Apr 2022
•
27mins
Alternative Investment Alternatives
Alternative Investment Alternatives
A hot topic of conversation of late has been crypto currency – and just as it seemed to be making some inroads on some 4... Read more
23 Mar 2022
•
35mins
SCOTUS Takes on Excessive Fee Suit
SCOTUS Takes on Excessive Fee Suit
In their first episode of 2022, Nevin & Fred look at a new Supreme Court ruling likely to make it harder—perhaps muc... Read more
26 Jan 2022
•
27mins
2022 Preview: Game Changers or Much Ado About Not Much?
2022 Preview: Game Changers or Much Ado About Not Much?
In this episode, the dynamic duo of Nevin & Fred take a look (ahead) at the prospects for the fiduciary rule (3.0), ... Read more
7 Dec 2021
•
37mins
Episode 7 - ESG – What’s Now and What’s Next?
Episode 7 - ESG – What’s Now and What’s Next?
Environmental, social and governance (ESG)-focused investing is of increasing interest to investors, plan sponsors and…r... Read more
9 Nov 2021
•
24mins
Episode 6 - Five Missteps that Plan Committees Make (and How You Can Avoid Them)
Episode 6 - Five Missteps that Plan Committees Make (and How You Can Avoid Them)
Being a plan fiduciary is a tough job—and one that, it’s probably fair to say—is underappreciated, if not undercompensat... Read more
28 Sep 2021
•
32mins
