The SECURE Act 2.0 is a hot topic, and the Carson Group’s Jamie P. Hopkins is right in the thick of it. A nationally recognized writer and researcher who frequently speaks at events around the country, Jamie is the Managing Partner of Wealth Solutions at the Carson Group, and he’s also a Finance Professor at Creighton University’s Business School. On top of that, he’s got a new book this month, “Find Your Freedom: Financial Planning for a Life on Purpose.”
We wanted to get his take on why he wrote the new book along with Ron Carson. But, of course, while we had a few minutes with him, we also wanted to get his take on some other hot-button issues facing the retirement industry right now, such as the recent midterm election and what he thinks might be the most impactful provision of the pending SECURE 2.0 Act legislation (and why we’re not ready for it).
See Also:
- SECURE Act 2.0 Legislation Introduced—And Wow!
- SECURE 2.0: More ‘Impactful’ Stuff Plan Sponsors Don’t Need; Didn’t Ask For
- 3 Key Fixes in New SECURE 2.0 Technical Corrections Bill
Listen to All 401(k) Podcast Episodes
- How Company Mergers Affect Retirement Plans with Inspira Financial’s Pete Welsh
- Opportunity in the SMB Market with Sean Jordan, Principal Financial Group
- The Road to Better Retirement Outcomes with MFS’ Jeri Savage
- Highlighting Fixed Income Opportunities with Invesco’s Matt Brill
- Solving the Portability Puzzle with Allianz Life’s Ben Thomason
- Fiduciary Rule Update and ERISA at 50 with Lathrop GPM’s Allie Itami
Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.
