Tags: DC Plan Design

November 3, 2023
Jana Steele explains what the new proposed fiduciary rule means for DC plan sponsors.
August 28, 2023
Jana Steele explains why the IRS delayed rules for Roth catch-up contributions.
June 8, 2023
Greg Ungerman, Kyle Fekete, and Kevin Machiz assess stable value funds.
May 17, 2023
Jana Steele discusses diversity, equity, and inclusion (DEI) and how DC plans can incorporate it.
January 11, 2023
Jana Steele, Patrick Wisdom, and Greg Ungerman explain the changes to DC plans stemming from SECURE 2.0.
October 25, 2022
Jana Steele reviews key themes to emerge from our analysis of DC plan litigation from 2019-2022.
October 19, 2022
In the first of two blog posts, Jana Steele provides an overview of DC plan litigation from 2019-2022.
September 30, 2022
Jana Steele provides a summary of her recent white paper on financial wellness options for DC plans.
March 21, 2022
Ben Taylor explains the compliance assistance bulletin from the Department of Labor on cryptocurrencies.
March 1, 2022
Jamie McAllister provides a high-level summary of the 2022 DC Trends Survey.
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