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

Introducing the NWCM Fiduciary Focus

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NWCM is pleased to introduce the inaugural edition of Fiduciary Focus, a summary of key fiduciary and regulatory topics tailored especially for Plan Sponsors. Each edition of the Fiduciary Focus will be designed to provide insights and guidance relevant to retirement plan management and administration. We invite you to share this with your network of […]

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2021 Defined Contribution Compliance Calendar

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This compliance calendar is designed to help Defined Contribution Plan Sponsors stay up to date on 2021’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 […]

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Recent Enacted & Proposed Legislation Affecting Governmental 457(b) Plans

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Summary of Recent Enacted & Proposed Legislation Affecting Governmental 457(b) Plans November 24, 2020 The SECURE Act and the CARES Act, two major pieces of retirement-related legislation, were passed into law over the past year. Additional legislation, known as the SECURE Act 2.0, has also recently been introduced and has garnered bi-partisan support. Plan sponsors […]

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2021 Retirement Plan Limits Announced

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Summary of 2021 Retirement Plan Limits November 9, 2020 On October 26, 2020, the Internal Revenue Service announced cost of living adjustments affecting dollar limitations (“COLA limits”) for employer-sponsored retirement plans for tax year 2021. Most limits for employer-sponsored plans remain unchanged for 2021. A summary of the changes is shown in the table below. […]

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