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NWCM’s Fiduciary Focus Edition 4

Our team is pleased to present the fourth edition of NWCM’s Fiduciary Focus, a summary of key fiduciary and regulatory topics tailored especially for plan sponsors. This edition includes the following: An overview on student loan debt, emergency funds, and retirement savings An update from the DOL on ESG investments and action items to consider […]

Feel SECURE with SECURE 2.0

On December 29, 2022, the SECURE Act 2.0 was officially signed into law. The sweeping legislation builds on the 2019 SECURE Act and includes a wide range of provisions that impact retirement plans and participants. To assist plan sponsors in reviewing this major legislation, NWCM has created the following guide that covers the background and […]

2022 Market Review and Looking Forward to 2023

For most of us, the holidays are a time to reflect on the year – the accomplishments and memories made, the challenges endured, and the triumphs achieved. For investors, in contrast, the holidays mean we are that much closer to leaving a difficult 2022 behind for good. During 2022, the economic environment was dominated by […]

Plan Legislative and Regulatory Update 4Q22

On December 23rd, Congress officially passed the SECURE 2.0 Act of 2022 as part of the $1.7 trillion Consolidated Appropriations Act (“CAA”) of 2023. SECURE 2.0 was comprised of three previously proposed bipartisan retirement bills, including the EARN Act and the RISE & SHINE Act. (Click the image below to download a PDF copy and […]