Ep #37: Wrestling with Rollovers and Other Regulatory Trends With Fred Reish
Listen now
Description
Fred Reish is a partner in Faegre Drinker’s Benefits & Executive Compensation practice group, the Investment Management group, and the Financial Services ERISA Team. Today he joins the show to discuss emerging regulatory trends affecting advisory firms and advisors, including the DOL's fiduciary advice exemption, PTE 2020-02, when advising on rollovers as well as it's guidance on cryptocurrencies and private equity.
More Episodes
Welcome to episode #50 of the Fiduciary U™ Podcast. My guest today is Patrick Bushlack from The Standard. In this conversation, we discuss Pooled Employer Plans (PEPs) and their growing impact on the retirement industry. We explore the different flavors of PEPs and the importance of advisor...
Published 05/30/24
Published 05/30/24
On this episode, Rebecca Hourihan from 401(k) Marketing and I discuss the changes in marketing strategies over the past decade and the importance of differentiation in the industry. She emphasizes the visual identity of advisors' websites and the need to showcase their office and team to create...
Published 03/28/24