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.
Key Issues to Know for the Proposed Fiduciary Rule
Jana Steele explains what the new proposed fiduciary rule means for DC plan sponsors.
IRS Delays SECURE 2.0 Roth Catch-ups
Jana Steele explains why the IRS delayed rules for Roth catch-up contributions.
Money Market and Stable Value Fund Returns During the Current Rising Rate Environment
Greg Ungerman, Kyle Fekete, and Kevin Machiz assess stable value funds.
How to Improve DC Plans with DEI
Jana Steele discusses diversity, equity, and inclusion (DEI) and how DC plans can incorporate it.
How SECURE 2.0 Affects DC Plans
Jana Steele, Patrick Wisdom, and Greg Ungerman explain the changes to DC plans stemming from SECURE 2.0.
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.
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.
DOL Weighs in on Cryptocurrencies in DC Plans
Ben Taylor explains the compliance assistance bulletin from the Department of Labor on cryptocurrencies.