DC Lens Q1 2024
Our flagship series of quarterly market insights and news updates written exclusively for defined contribution practitioners.
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This quarter’s DC Lens is packed with insights and updates on key areas that are shaping our industry. Here's a quick snapshot of what's inside:
- ESG Update: The DOL's stance on ESG investing in retirement plans continues to stir debate. However, private initiatives are stepping up to provide clarity and direction for the industry.
- Q4'23 Litigation & Legislative Update: From SCOTUS's impact on ERISA to significant settlements and the rising popularity of forfeitures, the last quarter of 2023 was eventful. Plus, fresh legislation is in the pipeline to boost retirement savings.
- DOL Fiduciary Rule: The new rule has received both applause and critique. We delve into what this means for us and our clients.
- SECURE Act 2.0: In response to drafting errors in the initial act, Congress has issued helpful guidance to rectify the situation.
- Retirement Planning for the Ages: Retirement planning isn't a one-size-fits-all solution. We discuss how demographic factors such as age and gender influence client needs and how advisors can seize these opportunities.
View past editions of the DC Lens here.
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Important information
The views and opinions contained herein are those of Schroders’ investment teams and/or Economics Group, and do not necessarily represent Schroder Investment Management North America Inc.’s house views. These views are subject to change. This information is intended to be for information purposes only and it is not intended as promotional material in any respect.
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