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.
Mayhem Continues in the Capital Markets
Jay Kloepfer analyzes the U.S. and global economy in 3Q22, marked by volatile markets and inflation fears.
Private Real Estate Gains, but REITs Fall; Commodities Also Dip
Kristin Bradbury, Munir Iman, and Aaron Quach analyze real estate and real assets performance in 3Q22.
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.
There Was Really No Place to Hide in World Markets
Kristin Bradbury analyzes global equities, fixed income, and real assets markets in 3Q22, where there really was no place to hide.
Global Challenges Wreak Havoc on Economies
Kristin Bradbury examines the issues facing the global economy in 3Q22 and what they mean for investors.