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Callan Family Office

Tags: DC Plan Design

October 19, 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.
September 30, 2022
Financial Wellness: Is It the Right Prescription for Your DC Plan?
Jana Steele provides a summary of her recent white paper on financial wellness options for DC plans.
March 21, 2022
DOL Weighs in on Cryptocurrencies in DC Plans
Ben Taylor explains the compliance assistance bulletin from the Department of Labor on cryptocurrencies.
March 1, 2022
DC Plans Continue Laser-Focus on Fees, Exclusive Callan Survey Finds
Jamie McAllister provides a high-level summary of the 2022 DC Trends Survey.
January 27, 2022
The Supreme Court Weighs in on Northwestern DC Case
Jana Steele explains the implications of the Supreme Court's Northwestern ruling for DC plan sponsors.
January 25, 2022
DOL Shifts Tone on Private Equity in DC Plans
Patrick Wisdom analyzes the new DOL guidance on the role of private equity in DC plans.
October 18, 2021
DOL Updates the Fiduciary Rule (Again)
Jana Steele explains what the latest update to the fiduciary rule means for DC plan sponsors.
September 30, 2021
Watch What You Say: Employee Benefit Claims
Jana Steele explains how a new EBSA letter on informational calls with plan participants affects sponsors.
September 14, 2021
Lost but Not Forgotten: DOL Guidance on Missing Participants
Jana Steele explains how new regulatory guidance on missing participants affects DC plan sponsors.
October 29, 2020
IRS Announces Updated Retirement Plan Limits for 2021
The IRS announced the updated retirement plan limits for 2021.
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