Defined Contribution Plan Legislative Update

October 17, 2018

Retirement savings has been a major theme on Capitol Hill this year. To better prepare our defined contribution plan sponsor clients for upcoming regulatory changes, we provide legislative updates on a bi-annual basis. For a broader view of Marquette’s approach to defined contribution consulting, see our previous research including A Roadmap for Defined Contribution Plan Sponsors and Defined Contribution Plans: A Look at the Past, Present & Future.

In this update, we summarize the following legislation and provide an overview of next steps for DC plan sponsors:

  • The Tax Cuts and Jobs Act of 2017
  • The Bipartisan Budget Act of 2018
  • Executive Order on Strengthening Retirement Security in America
  • IRS Private Letter: Student Loan Benefit Program

As always, your consultant will be able to address any specific questions you may have regarding these changes.

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The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

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