Groom Law Group Attorney Jake Eigner—a rising young star in the ERISA community—highlights some of the sticking points that need to be worked out in finalizing the SECURE 2.0 retirement reform package on Capitol Hill, including differences in the three bills making up the package, RMD age timelines, and an issue with increasing access to Collective Investment Trusts in 403b plans.
Eigner—who prior to his legal career was a Vice President at a large Registered Investment Advisor—also gives his thoughts on the Department of Labor’s new ESG rule, its impact on QDIAs, and why the new rule may only be temporary.
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
