Dan Notto discusses a draft of the Tax Cuts and Jobs Act passed by the Senate Finance Committee on November 16, as it relates to retirement plans.
Implications from our 2018 Long-Term Capital Market Assumptions
This bulletin, written by ERISA Strategist Dan Notto, discusses the Tax Cuts and Jobs Act as it relates to retirement plans.
1Q18 earnings update: A tailwind from taxes
Discover how Target Date Compass can help plan fiduciaries take the DOL's considerations into account when making decisions regarding TDFs.
A review of how Target Date CompassSM can assist in evaluating and selecting target date funds
Learn how you can use the Target Date Compass program to help plan sponsors compare, select and monitor target date funds, and document the evaluation process.
Now is an opportune time for investors to reassess whether passive bond investing can deliver on their fixed income allocation objectives.
Dan Notto, ERISA Strategist, discusses fiduciary standards for state and local government retirement plans and compares them to the relevant statutes outlined in ERISA.
Dan Notto, ERISA Strategist, discusses key provisions of two retirement bills that are getting serious attention in Washington.