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Callan Family Office

Tags: Defined Contribution Plans

November 5, 2024
IRS Announces Updated DC Plan Limits for 2025
These are the new limits for contributions to DC plans for 2025.
May 8, 2024
The Newest and Final 'Fiduciary Rule'
What the Department of Labor's Final Fiduciary Rule means for DC plan sponsors.
April 24, 2024
Callan 2024 DC Trends Survey: Focus on Plan Governance, and Continued Efforts to Rein in Fees
A summary of Callan's 2024 Defined Contribution Trends Survey.
November 6, 2023
IRS Announces Updated Retirement Plan Limits for 2024
Jamie McAllister details the 2024 DC plan limits.
March 27, 2023
Callan Survey: Legislation, Regulation, and Litigation Driving Change in DC Plans
The 16th annual DC Survey now covers SECURE 2.0 (pre-passage) and diversity topics, along with the key tenets of DC plan management, governance, and financial wellness
October 25, 2022
IRS Announces Updated DC Plan Limits for 2023
Jamie McAllister provides the details on the new IRS retirement plan limits for 2023.
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.
September 16, 2022
Target Date Funds and the Ever-Evolving Glidepath
Dario Buechi analyzes how target date fund glidepaths have changed over the last decade in response to low expected returns and high inflation.
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.
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Callan Family Office

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