A Mid-Year Check-In for Retirement Plan Sponsors

In Episode 41 of Revamping Retirement, Jennifer Doss and Scott Matheson recap the regulatory and legislative landscape and review where we stand with our 2022 predictions as we close in on the halfway point of the year.

Episode 41

In episode 41 of Revamping RetirementJennifer Doss and Scott Matheson check in on their 2022 predictions and discuss what the second half of the year may have in store for the retirement industry. Find out where we are with the DOL Rule, environmental, social, and governance (ESG) guidance, the Securing a Strong Retirement Act of 2022—better known as SECURE 2.0—and the newly proposed Rise and Shine Act—formally known as the Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for The Nest Egg Act.

In Minute with MikeMike Webb discusses the types of investments permitted in defined contribution retirement plans.


Download Transcript

Post Topics