NWCM’s Fiduciary Focus Edition 3

NWCM is pleased to present the third edition of our Fiduciary Focus publication, a summary of key fiduciary and regulatory topics tailored especially for plan sponsors. This edition focuses on cybersecurity and is designed to provide insights and guidance relevant to retirement plan management and administration. We recommend you save this document and we invite […]

Market Volatility and Your Retirement Plan

As market volatility continues, we understand that you may have feelings of uncertainty. These emotions are perfectly normal. Seeing your investment accounts decline in value can be unnerving, even to the most experienced investor. During these difficult periods, it’s critical to maintain perspective and focus on the actual long‐term timeline. Depending on where you are […]

Cryptocurrency and Defined Contribution Plans: Action Items for Plan Sponsors

Overview Cryptocurrency (or “crypto”) is coming whether we like it or not. That doesn’t mean it has to be in your retirement plan today, or, perhaps, any time soon – or ever. Crypto is a term used to describe “digital assets” including “tokens,” “coins,” “crypto assets,” and other derivatives. It can be a useful tool […]

Market Overview 1Q22

Three months ago, the economy was robust. COVID was less lethal, and the global re-opening was exuberant. U.S. consumers were clamoring for domestic travel, houses, furniture, and automobiles. Wages were up 5.4% in 2021, the highest in 20 years, and GDP climbed to $24 trillion, a 5.5% increase after adjusting for inflation. (Click the image […]

Plan Legislative and Regulatory Update 1Q22

On March 29th, the House of Representatives passed The Securing a Strong Retirement Act, H.R. 2954, also known as the SECURE Act 2.0.1 It builds on 2019’s SECURE Act and passed the House with a bipartisan 414-5 vote. (Click the image below to download a PDF copy and for clickable links.)

Market Overview 4Q21

By nearly every measure, 2021 was a booming year. The economy, aided by $6 trillion of Trump and Biden deficits and an accommodative Federal Reserve, roared back to life. GDP growth could reach an annual 5.5%, the highest result in over 35 years. Unemployment dropped from 6.7% to 3.9% and there are over 10 million […]

Plan Legislative and Regulatory Update 4Q21

This compliance calendar is designed to help Defined Contribution Plan Sponsors stay up to date on 2022’s important regulatory deadlines. Please note, this calendar is meant for informational purposes only and not to be all-inclusive. For additional information, please reach out to your recordkeeper or third-party administrator. (Click the image below to download a PDF […]

2022 Defined Contribution Compliance Calendar

This compliance calendar is designed to help Defined Contribution Plan Sponsors stay up to date on 2022’s important regulatory deadlines. Please note, this calendar is meant for informational purposes only and not to be all-inclusive. For additional information, please reach out to your recordkeeper or third-party administrator. Click the calendar image below to view the […]

NWCM’s Fiduciary Focus Edition 2

NWCM is pleased to present the second edition of our Fiduciary Focus publication, a summary of key fiduciary and regulatory topics tailored especially for plan sponsors. This edition focuses on cybersecurity and is designed to provide insights and guidance relevant to retirement plan management and administration. We recommend you save this document and we invite […]