2019 was certainly a profitable year for investors as traditional and alternative asset classes delivered positive returns. As we enter…
While 2018 saw bipartisan support for retirement savings enhancements, the proposed legislation highlighted in our previous DC Legislative Update did not progress during the lame duck session. However, many are hopeful that 2019 will be the year for major legislative reform surrounding these issues.
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.
As speculated in Marquette’s recent 4Q 2019 DC Legislative Update, Congress passed sweeping retirement savings reform by tacking…
In June of 2019, we published our first paper on the SECURE Act, “Securing Retirement through the…
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