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

What’s in the New 401(k) Retirement Bills

As the end of the year approaches, the focus on retirement legislation is likely to heat up in Congress. There are three pieces of bipartisan retirement legislation currently making their way through Congress. The House’s SECURE Act 2.0 is expected to be reconciled with a merged version of two current Senate bills, known as the […]

Plan Legislative and Regulatory Update 2Q22

The Department of Labor’s new cryptocurrency guidance, released on March 10th, may have broader implications on the fiduciary obligations of plans that offer self-directed brokerage windows. (Click the image below to download a PDF copy and for clickable links.)

Market Summary 2Q22

”Recession Speak” has become the language of finance, and the factors which signify an economic slowdown are being debated with gusto. However, there is little agreement about the timing, severity, and length of the recession we may face. (Click the image below to download a PDF copy and for clickable links.)

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 […]