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内容由401(k) Specialist Magazine提供。所有播客内容(包括剧集、图形和播客描述)均由 401(k) Specialist Magazine 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Jake Eigner

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Manage episode 349589993 series 2903282
内容由401(k) Specialist Magazine提供。所有播客内容(包括剧集、图形和播客描述)均由 401(k) Specialist Magazine 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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.

  continue reading

100集单集

Artwork
icon分享
 
Manage episode 349589993 series 2903282
内容由401(k) Specialist Magazine提供。所有播客内容(包括剧集、图形和播客描述)均由 401(k) Specialist Magazine 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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.

  continue reading

100集单集

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