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.
10.02.2024
— LIVE WEBINAR OCTOBER 23 — Please join Marquette’s research team for our 3Q 2024…
09.05.2024
As the leaves change to autumn and the authors cheer on their Fighting Leathernecks, fall is the perfect time for…
07.25.2024
When it comes to baseball, successful hitters have little trouble hitting the ball when they know what pitch is coming….
07.09.2024
This video is a recording of a live webinar held July 23 by Marquette’s research team analyzing the first half…
07.18.2024
Indexing has risen in popularity over the last decade, particularly for U.S. equity investors. The fees are lower and indexing…
06.06.2024
Over the past year, the SEC has been phasing in regulatory changes for money market funds resulting from adopted amendments…
Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.
We respect your privacy. We will never share or sell your information.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.
Contact Us >