01.21.2021
2021 Market Preview
2020 was a year like no other and has left investors across the world wondering what the future looks like….
While legislators have been focused on negotiating the next round of stimulus and dealing with the implications of the recent election cycle, the U.S. Department of Labor (DOL), as the primary regulator of the Employee Retirement Income Security Act (ERISA), has been fairly active with issuing proposed changes and final rules that may impact many of our defined contribution plan clients in the past several months.
This legislative update covers recent communications regarding private investments in defined contribution plans, proxy voting guidelines, ESG considerations (an update to an earlier Proposed Rule), and 2021 contribution limits.
Read > 4Q 2020 DC Legislative Update
01.21.2021
2020 was a year like no other and has left investors across the world wondering what the future looks like….
01.21.2021
This video coincides with our 2021 Market Preview newsletters and provides a high-level summary of each,…
01.12.2021
Continued strong performance of technology-oriented stocks through disparate economic environments, elevated valuations, and increasing concentration within the growth space have…
12.22.2020
While the recent approval and rollout of the Pfizer and Moderna vaccines would be expected to assist in the gradual…
12.21.2020
With the COVID vaccine’s worldwide distribution and adoption starting last week, many investors are aiming to project an inflation outlook…
12.08.2020
With short-term interest rates seemingly stuck at unprecedented low levels, a key challenge for investors today is how best to…
Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.
We respect your privacy. We will never share or sell your information.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.
Contact Us >