WHAT WE’RE THINKING & SEEING

Knowing you’re very busy and bombarded with messages, we’ll keep our comments and observations short. If you want more detail, please don’t hesitate to ask us questions

Market Summary 1Q23

Boring Banks No More Responding to the highest inflation in decades, the Federal Reserve (“the Fed”) raised interest rates by 4.75% from a starting point of zero in just one year. The market response was dramatic, as equities fell to a low in October of 2022 before recovering somewhat in the 4th quarter. Read more […]

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Plan Legislative and Regulatory Update 1Q23

SECURE 2.0 Act of 2022: What You Need to Know Now The SECURE 2.0 Act of 2022 was signed into law on December 29, 2022. In our previous update, we outlined several of the key provisions in the bill. Although many of the provisions have delayed effective dates, there are some provisions that went into […]

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2023 Defined Contribution Compliance Calendar

We understand that managing a retirement plan can be challenging, especially when it comes to compliance. At NWCM, we are committed to providing you with the support you need to ensure the success of your plan. As we approach tax season, it is a great time to make sure that you are on track with […]

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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 […]

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