Jake Eigner
401(k) Specialist Podcast
English - December 12, 2022 15:00 - 14 minutes - 9.78 MBInvesting Business 401k retirement planning retirement advising wealth advising 401kspecalist podcast john sullivan brian anderson ria Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
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The Groom Law Group’s Jake Eigner Talks Final SECURE 2.0 Hurdles and New ESG Rule Impacts
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.