Ep #13: Politics, Policy, PEPs and Participants with David Levine from Groom Law Group
Learn key insights about how the new political environment could shape and impact retirement policy.
David Levine is a Principal at Groom Law Group and a well-known voice in the industry on fiduciary and retirement issues. Co-chair of the firm’s employer focus practice, David advises plan sponsors, advisors, and other service providers on a wide range of employee benefits matters.
Today he joins the show to discuss how the election results and control of Congress by the Democrats may impact the retirement industry and some of the key elements of the Secure Act 2.0 that was introduced in October with strong bipartisan support. Listen in to hear what’s happening in the space of MEPs and PEPs. David will also shed light on the litigation environment that has been coming to the forefront lately and the future showdown brewing between advisors and recordkeepers for the future of financial wellness.
Today he joins the show to discuss how the election results and control of Congress by the Democrats may impact the retirement industry and some of the key elements of the Secure Act 2.0 that was introduced in October with strong bipartisan support. Listen in to hear what’s happening in the space of MEPs and PEPs. David will also shed light on the litigation environment that has been coming to the forefront lately and the future showdown brewing between advisors and recordkeepers for the future of financial wellness.
