Matt Nowak, AIF®
Associate Director of Defined Contribution
This legislative update covers proposed regulation by the Department of Labor defining “investment fiduciary,” outlines SECURE Act 2.0’s optional provision regarding student loan repayments, analyzes an increasing trend of private real estate investments within defined contribution plans, summarizes new guidance from CFA Institute defining responsible investment terminology, and reviews 2024 contribution limits from the IRS.
Read > Defined Contribution Plan Legislative Update – 1Q 2024
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
08.25.2025
Over the last several decades, artificial intelligence (“AI”) has evolved from a theoretical concept into a transformative force across a…
08.19.2025
On August 7, 2025, President Trump signed an executive order to expand alternative investment access in defined contribution retirement plans…
08.06.2025
Despite the U.S. economy’s impressive growth in recent decades, the federal government currently faces elevated borrowing costs to fund its…
07.03.2025
This video is a recording of a live webinar held July 17 by Marquette’s research team analyzing the…
07.17.2025
As we enter the second half of the year, Liberation Day-induced market volatility seems like a distant memory with the…
07.16.2025
Emerging markets (EM) equities have gone through cycles of performance throughout time, creating varied investor sentiment towards the asset class….
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