Capitol Hill Retirement Reform Update with Invesco’s Jennifer Flitton

Brian Anderson

1 year ago

With 2024 quickly approaching, it’s a good time to check in on the status of retirement reform efforts and progress in Washington D.C.—particularly as the industry prepares for a variety of SECURE 2.0 provisions scheduled to kick in come January.

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To learn where things stand on a variety of key retirement issues, this episode of the 401(k) Specialist Pod(k)ast is proud to feature a true Capitol Hill insider in Jennifer Flitton, Head of US Government Affairs at Invesco. In her 15 years in Washington, Flitton has developed a deep understanding of how things work behind the scenes and an uncanny knack for knowing when things will pass, not pass or get delayed.

We’ll ask her about the SECURE 2.0 technical fixes, whether there’s any movement on CITs in 403(b)s, who will become the next congressional champions of retirement reform, and finally, whether the federal government is poised to allow alternative investments greater access to defined contribution plans.

Not a Deposit | Not FDIC-Insured | Not Guaranteed by the Bank | May Lose Value | Not Insured by any Federal Government Agency

The opinions expressed are those of the author as of September 11, 2023. These comments should not be construed as recommendations, but as an illustration of broader themes. Forward-looking statements are not guarantees of future results. They involve risks, uncertainties and assumptions; there can be no assurance that actual results will not differ materially from expectations.

All investing involves risk, including the risk of loss. This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.

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