2024 Market Preview Video
This video is a recording of a live webinar held January 25 by Marquette’s research team analyzing 2023 across the…
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, from corporate, public, and Taft-Hartley clients to nonprofit and healthcare. 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 BriefThis video is a recording of a live webinar held January 25 by Marquette’s research team analyzing 2023 across the…
Read the full article >After ending 2023 with a steep market rally, 2024 began on a more muted note, with Fed-pivot exuberance giving way…
Read the full article >This legislative update covers proposed regulation by the Department of Labor defining “investment fiduciary,” outlines SECURE Act 2.0’s optional provision…
Read the full article >Late last year we authored an article detailing the growing differences between the high yield and leveraged…
Read the full article >This video is a recording of a live webinar held on October 26 by Marquette’s research team, featuring in-depth analysis…
Read the full article >Watch the flash talks from Marquette’s 2023 Investment Symposium livestream on September 15 in the player below — use the upper-right…
Read the full article >On Tuesday, December 5, Nat Kellogg, CFA will be joining Nasdaq eVestment’s quarterly Institutional Trends Webcast. Nat…
Read the full article >On Thursday, October 19, Matt Nowak, AIF® will be speaking at PREA’s 33rd Annual Institutional Investor Conference in…
Read the full article >For anyone who regularly reads these letters, recall the market preview edition opined on the outlook for…
Read the full article >This video is a recording of a live webinar held July 19 by Marquette’s research team, featuring live,…
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