Tags: Defined Contribution

September 30, 2022
Jana Steele provides a summary of her recent white paper on financial wellness options for DC plans.
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 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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