Season 5, Episode 9: Catching Up on Catch-Ups
On September 15, the IRS/Treasury announced the much-anticipated final regulations on SECURE 2.0’s new limits on catch-up contributions. In this episode Nevin & Fred talk about what lies ahead.
These final regulations apply to retirement plans thatpermit participants who have attained age 50 to ma…
Season 5, Episode 12: Retirement Plan Naughty & Nice(s)
‘Tis the season for “best of,” “most,” and of course, “naughty and nice” list making. In this episode Nevin (Adams) and Fred (Reish) share theirs with regard to retirement plans.
In that holiday classic “Santa Claus is Coming to Town,”Santa is said to be “making a list and checking it twice…” all …
Season 3, Episode 1: Fred Reish
FRED REISH is an attorney whose practice focuseson fiduciary and best interest standards of care, prohibited transactions, conflicts of interest, and retirement plan issues. He is of counsel at the Ferenczy Benefits Law Center and acts as the Director of ERISA and Fiduciary Strategy for Prime Capit…
Season 6, Episode 1: Nevin & Fred--Live from Palm Beach (Part One)
On February 3, Nevin (Adams) and Fred (Reish) met with avery special group of third-party administrators at an event sponsored by Definiti.
Recorded live at the SoFi Center (home of TGL, Tomorrow’sGolf League), the podcasting pair dealt with some of the most timely and critical issues confronting r…
Season 6, Episode 2: Nevin & Fred--Live from Palm Beach (Part Two)
On February 3, Nevin (Adams) and Fred (Reish) met with a very special group of third-party administrators. Recorded live at the SoFi Center (home of TGL, Tomorrow’s Golf League), the podcasting pair dealt with some of the most timely and critical issues confronting retirement plan professionals at …
How Not to Get Sued: Fred Reish on Fiduciary Risk in 2026
In this special edition of the 401(k) Specialist Podcast—part of our Deep Dive series on “How Not to Get Sued”—Editor-in-Chief Brian Anderson sits down with legendary ERISA attorney Fred Reish to examine how fiduciary risk is evolving in today’s regulatory and litigation environment.
Now serving as…
#Benchmarking your #retirement #plan: Is an #RFP #Required under #ERISA?
#ThisMorning | #Benchmarking your #retirement #plan: Is an #RFP #Required under #ERISA? | Fred Reish, Ferenczy Benefits Law Center | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #wellness
Retireholics - Carl Engstorm
Mesirow's deal to acquire LeafHouse Financial Advisors and Blue Ridge Associates' acquisition of Economic Group Pension Services. QuickBooks and Vestwell integrated 401(k) solution aimed at small and mid-sized businesses. Fred Reish's analysis of the DOL's proposal on alternative assets and how it …
Todd Harlow on Retireholics
Super pumped to have Todd Harlow of Hero7 on the RH Show!
Topics to include: Say It Aint So BenefitsLink, Fred Reish's New Website, National Association of Plan Advisors Endorses Private Equity and Crypto?, What is the AARP and What Does It Do? Ascensus/Future Plan Launches PEP with Voya Fina…
Sheri Fitts: Plan Design, Fiduciary Duties & PEPs | Retireholics
Sheri Fitts joins JD Carlson to break down stretch matches vs. non-elective contributions, fiduciary responsibilities, and the latest on pooled employer plans. Essential listening for 401(k) advisors staying ahead of plan design trends.
In this episode, Sheri Fitts dives deep into critical pla…
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