Inside the Industry

Jennifer Doss and Phyllis Klein host live from the National Association of Plan Advisors (NAPA) 401(k) Summit in this special edition of Revamping Retirement. Joined by ERISA attorneys Fred Reish and David Levine, our panel talks about what’s top of mind for the retirement industry and key takeaways from the conference.

Episode 32

In a special edition of Revamping RetirementJennifer Doss hosts live from the National Association of Plan Advisors (NAPA) 401(k) Summit in Las Vegas, alongside Phyllis Klein, senior director of Retirement Plan Services at CAPTRUST.

Joining our hosts are two of the industry’s most prominent ERISA attorneys: Fred Reish, partner in the Benefits & Executive Compensation practice group, the Investment Management group, and the Financial Services ERISA Team at Faegre Drinker; and David Levine, principal and co-chair of the Plan Sponsor Practice at Groom Law Group.

Following our panel’s robust conversation around current plan sponsor concerns, the latest areas of industry focus, and key takeaways from the NAPA conference, Mike Webb shares his take on the most common retirement plan loan taxation misconceptions in Minute with Mike.

Download Transcript

Post Topics