Episodes

Saturday Oct 18, 2025
Lisa Gomez on Retireholics
Saturday Oct 18, 2025
Saturday Oct 18, 2025
Guest: Lisa M. Gomez the Former Assistant Secretary of Labor for Employee Benefits Security at USDOL
Potential topics: A mix of industry, regulatory, and cultural developments. Key retirement plan topics include growing litigation concerns impacting DC plan services, new CIT offerings aimed at reducing small business 401(k) fees, and the ongoing battle over the DOL fiduciary rule, the DOL’s reversal of crypto investment guidance. A law firm facing penalties for sharing confidential information, and Empower signaling potential RIA acquisitions.... and Taylor Swift.
Version: 20241125


No comments yet. Be the first to say something!