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Categories: Defined Contribution

September 8, 2020
DOL Proposes Tightened Proxy Voting Guidelines
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.
August 10, 2020
The Stock Market Is Not the Economy
The word “unprecedented” to describe the current environment may seem overused, but the speed and depth of the economic disruption was indeed unprecedented.
July 14, 2020
Stocks Rebound in 2Q20; Fixed Income Sees More Modest Returns
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
Fine-Tuning Implementation of the CARES Act
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
June 29, 2020
DOL Calls for Stricter Rules Around ESG Investing in Retirement Plans
June 18, 2020
Our DC Index Had a Noteworthy First Quarter
June 8, 2020
DOL Issues Common-Sense Information Letter About Private Equity in DC Plans
May 28, 2020
Callan Survey: DC Plan Response to CARES Act Varied by Industry and Recordkeeper
April 15, 2020
Freezing or Suspending Matching Contributions: Requirements and Timing
April 3, 2020
Guidance on Substantial Workforce Cuts and DC Plan Terminations
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