Observations on Fidelity’s Bitcoin–401(k) Announcement
On April 26th, 2022, Fidelity Investments announced plans to offer bitcoin for 401(k) plans. For Fidelity, this plan is a…
Read the full article >Defined contribution (DC) plans have grown to become the most commonly used employer-sponsored retirement savings vehicle in the U.S. Best practices and fiduciary duties are rapidly evolving as well — driven not only by DC plan growth, but also ongoing legislation and rulings and mainstream acceptance of behavioral finance.
Marquette Associates provides defined contribution consulting services for more than 95 clients with over $65 billion in assets, from corporate, public, and Taft-Hartley clients to nonprofit and healthcare as of Dcember 31, 2021. Based on three decades of experience and research, the Marquette approach to defined contribution plan stewardship focuses on helping plan sponsors adopt a robust governance and monitoring framework. Marquette believes that DC plan sponsors must adopt a governance framework in which the depth and quality of the investment lineup is equally important as the maximization of participant engagement, plan design, and oversight of all vendors responsible for providing third-party services.
Marquette helps DC plan sponsors adopt frameworks that include:
Learn more about our defined contribution consulting services:
Download our DC Services BriefOn April 26th, 2022, Fidelity Investments announced plans to offer bitcoin for 401(k) plans. For Fidelity, this plan is a…
Read the full article >This video features an in-depth analysis of the first quarter’s performance by Marquette’s research team, reviewing general themes from the…
Read the full article >The beginning of 2022 represented a change of pace for equity investors, as increased geopolitical and macroeconomic uncertainty drove the…
Read the full article >Recent days have seen an escalation of political tensions in Eastern Europe, and on February 24th, Russian forces began conducting…
Read the full article >As 2022 kicks off and resolutions for the new year are finalized, we have decided to compile a list of…
Read the full article >According to a recent study conducted by Capitalize, $1.35 trillion worth of assets were held in…
Read the full article >In this video, the authors of our recent white paper discuss the 60/40 model portfolio —…
Read the full article >In a move especially pivotal given today’s elevated inflation as the economy is resuscitated out of the pandemic, President Joe…
Read the full article >This legislative update covers Congress’ continued negotiation of retirement legislation with the hope of finalizing Secure Act 2.0 early next…
Read the full article >Headlines continue to buzz with worries of supply network dysfunction that seem to span every link of the chain, from…
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