In many regards, this year is off to a turbulent start. From the war in Eastern Europe and its effects on the markets and economy to continuing inflation and labor market concerns to retirement-related regulatory and legislative developments, there is no shortage of headlines for plan sponsors to consume.
In episode 39 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Chief Investment Officer Mike Vogelzang to provide context around the challenging environment investors now face. Mike recaps where we are with the bond market, interest rates, and inflation and why maintaining a long-term focus during unsettling times is key.
Later, Jennifer and Scott discuss the recent and expected regulatory and legislative developments—like the House’s passage of the Securing a Strong Retirement Act of 2021 (SECURE 2.0), the DOL’s cryptocurrency bulletin, and final guidance on environmental, social, and governance (ESG) investments in retirement plans—that may impact retirement plans this year.
In Minute with Mike, Mike Webb breaks down the tax penalties associated with early retirement plan distributions.
To download a copy of the transcript, click here.