Kweku Obed, CFA, CAIA
In this latest Marquette Defined Contribution paper, we build on the similar themes of governance and evolving best practices by emphasizing that positive challenges lie ahead for trusted stewards of defined contribution plan assets; particularly, as defined contribution assets continue to grow, new types of DC plans emerge, best practices evolve, and an increasingly diverse population is gaining access to defined contribution plans. Consequently, those of us that are entrusted as fiduciaries have a great opportunity to place segments of our country’s workforce on a steadier path towards retirement readiness.
Over the last few months, equity markets have experienced sizable drops, making many investors wary about the future. Despite this,…
This year’s non-U.S. equity returns have been disappointing, particularly for developed small-cap, with the MSCI EAFE small-cap index down 17.6%…
A pitfall for a majority of plan participants surrounding retirement planning is a lack of familiarity with…
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