In a reversal of trends that had persisted for several years, value stocks have largely outperformed their growth-oriented peers since…
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.
This legislative update covers the Secure Act 2.0, provides an update on the Department of Labor’s enforcement of its
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