Watch the flash talks from Marquette’s 2023 Investment Symposium livestream on September 15 in the player below — use the upper-right…
Since our 2Q 2019 DC Legislative Update, both chambers of Congress have moved forward with legislative enhancements for retirement savings. Under the leadership of Rep. Richard Neal (D-MA), the House has passed the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act). In the Senate, Sen. Charles Grassley (R-IA), Chair of the Senate Finance Committee, formally introduced the most recent version of the Retirement Enhancement and Savings Act (RESA). The bulk of this update discusses the similarities and differences between the two pieces of legislation and what plan sponsors can expect going forward.
In this update, we summarize various pieces of legislation and recent topics of interest for DC plan sponsors:
As always, your consultant will be able to address any specific questions you may have regarding these changes. 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.
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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