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Categories: Defined Contribution

January 11, 2023
How SECURE 2.0 Affects DC Plans
Jana Steele, Patrick Wisdom, and Greg Ungerman explain the changes to DC plans stemming from SECURE 2.0.
January 10, 2023
Global Stocks Rebound in 4Q; Fixed Income Suffers Dreadful Year
Kristin Bradbury analyzes global equity and fixed income markets in 4Q22 and for the full year.
January 9, 2023
Amidst the Wreckage, Silver Linings Are Visible
Kristin Bradbury assesses the global economy in 4Q22 and what inflation, interest rate hikes, COVID, and the Ukraine war mean for institutional investors.
December 9, 2022
Unlocking the Secrets of the 'Data Vault'
Bo Abesamis describes the Callan "Data Vault," a repository where data is collected, cleansed, aggregated, and curated.
December 7, 2022
DOL Issues Final ESG and Proxy Voting Rule
Kristin Bradbury and Tom Shingler analyze the DOL's Final Rule on ESG and proxy voting.
November 29, 2022
Index Selection Within TDF Benchmarks Can Make a Big Difference
Mark Andersen analyzes how the choice of indices can play a huge role in TDF benchmarks.
November 28, 2022
Callan Survey Sees First Decline in ESG Incorporation Since 2019
Tom Shingler and Hannah Vieira describe the findings of our 2022 ESG Survey.
November 9, 2022
Mayhem Continues in the Capital Markets
Jay Kloepfer analyzes the U.S. and global economy in 3Q22, marked by volatile markets and inflation fears.
November 8, 2022
Private Real Estate Gains, but REITs Fall; Commodities Also Dip
Kristin Bradbury, Munir Iman, and Aaron Quach analyze real estate and real assets performance in 3Q22.
October 25, 2022
IRS Announces Updated DC Plan Limits for 2023
Jamie McAllister provides the details on the new IRS retirement plan limits for 2023.
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