Categories: Defined Contribution

December 10, 2020
A simple, "boring," glidepath beat a diversified one over the last 10 years. Will that continue?
November 11, 2020
In the final rule, the DOL modified the ESG rule, most notably removing references to ESG.
October 29, 2020
The IRS announced the updated retirement plan limits for 2021.
October 5, 2020
A third of respondents not yet incorporating ESG were considering doing so, the highest in the survey’s history and nearly triple the level in 2019.
September 8, 2020
The department’s new proposal dovetails with SEC guidance finalized in 2020 and would create a refined set of circumstances in which plan fiduciaries may engage in proxy voting.
July 14, 2020
U.S. stocks posted double-digit returns, with big gains in global ex-U.S. markets. Treasuries were range-bound during the quarter and most fixed income indices posted solid but not spectacular returns
July 13, 2020
The IRS has issued two notices and a FAQ to clarify how defined contribution (DC) plan sponsors should implement the provisions of the act, touching on required notices, tax reporting, and recordkeeping
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