Defined Contribution Plan Legislative Update – 2Q 2019

April 08, 2019

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:

• Leadership Change for the House Ways and Means Committee
• Expanding Retirement Savings Access
• Student Loan Repayment Programs
• Fiduciary Duty and Fees
• Retirement Income Strategies

Download PDF> Defined Contribution Plan Legislative Update – 2Q 2019

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.

 

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.