This video is a recording of a live webinar held January 25 by Marquette’s research team analyzing 2023 across the…
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.
This legislative update covers proposed regulation by the Department of Labor defining “investment fiduciary,” outlines SECURE Act 2.0’s optional provision…
Late last year we authored an article detailing the growing differences between the high yield and leveraged…
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