Defined Contribution Plan Legislative Update – 1Q 2024
This legislative update covers proposed regulation by the Department of Labor defining “investment fiduciary,” outlines SECURE Act 2.0’s optional provision…
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Marquette Associates has served public and private corporate clients for more than 25 years. This corporate plan expertise includes insights into the ever-changing pension laws affecting corporate pensions, as well as plans that use liability-aware and liability-driven investing. Marquette also has extensive experience working with other corporate assets such as welfare, operating and defined contribution funds – including 401(k) plans that use bundled and unbundled recordkeepers.
The resources of a fully credentialed actuary on staff enable Marquette to partner more closely with corporate actuaries to help ensure that plan liabilities and cash flows are properly reflected in investment objectives and asset allocation studies.
Corporate Investment Expertise
- Defined benefit
- Defined contribution
- Operating
- Self insurance
