President Biden Vetoes Congressional Bill to Overturn ESG and Proxy Voting Rule

On March 20, 2023, President Biden vetoed legislation that would have blocked the enactment of the U.S. Department of Labor (DOL) final rule released on Nov. 22, 2022.

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.

DOL Issues Final ESG and Proxy Voting Rule

Kristin Bradbury and Tom Shingler analyze the DOL’s Final Rule on ESG and proxy voting.

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.

Callan Survey Sees First Decline in ESG Incorporation Since 2019

Tom Shingler and Hannah Vieira describe the findings of our 2022 ESG Survey.

IRS Announces Updated DC Plan Limits for 2023

Jamie McAllister provides the details on the new IRS retirement plan limits for 2023.

What DC Plan Sponsors Should Know About Recent Litigation Trends: Part 2

Jana Steele reviews key themes to emerge from our analysis of DC plan litigation from 2019-2022.

What DC Plan Sponsors Should Know About Recent Litigation Trends: Part 1

In the first of two blog posts, Jana Steele provides an overview of DC plan litigation from 2019-2022.

IRS Announces Updated Retirement Plan Limits for 2022

Jamie McAllister details the new retirement plan limits for 2022.

Equity Risk Looms Large for Fund Sponsors

The median fund sponsor in Callan’s database gained 2.7% in the third quarter. Taft-Hartley plans (+3.0%) were the best-performing sponsor by type, as they were the previous quarter; corporate plans (+2.3%) showed the lowest increase.