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Jake Eigner

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Manage episode 349589993 series 2903282
Content provided by 401(k) Specialist Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 401(k) Specialist Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

96 episodes

Artwork
iconShare
 
Manage episode 349589993 series 2903282
Content provided by 401(k) Specialist Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 401(k) Specialist Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

96 episodes

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