Watch the flash talks from Marquette’s 2023 Investment Symposium livestream on September 15 in the player below — use the upper-right…
Retirement savings has been a major theme on Capitol Hill this year. To better prepare our defined contribution plan sponsor clients for upcoming regulatory changes, we provide legislative updates on a bi-annual basis. For a broader view of Marquette’s approach to defined contribution consulting, see our previous research including A Roadmap for Defined Contribution Plan Sponsors and Defined Contribution Plans: A Look at the Past, Present & Future.
In this update, we summarize the following legislation and provide an overview of next steps for DC plan sponsors:
As always, your consultant will be able to address any specific questions you may have regarding these changes.
Commercial real estate is increasingly being dubbed the next shoe to drop as markets assess the fallout from the regional…
In February of this year, Marquette published a Perspectives piece entitled Is the Sky Falling? that detailed…
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