Fiduciary Focus Edition 5

We are pleased to present the 5th edition of NWCM’s Fiduciary Focus, a summary of key fiduciary and regulatory topics tailored especially for plan sponsors.

Market Overview: A Resilient Economy

In addition to the written quarterly market summary, we also provide a pre-recorded market summary video. In this video, Ryan Detrick, Chief Market Strategist, from Carson Group shares the key events we saw in the past quarter and how we think they’ll affect markets moving forward. This vid …

Plan Legislative and Regulatory Update

IRS Delays the Roth Catch-Up Provision On August 23rd, 2023, the Internal Revenue Service (IRS) released Notice 2023-62, which pushed back the effective date of the mandatory Roth catch-up contribution provision by 2 years. This controversial SECURE 2.0 provision requires that catch-up cont …

Market Summary Video – Second Quarter 2023

Market Summary Video: First Quarter 2023

Market Insights: What happened to SVB?

2023 Defined Contribution Compliance Calendar

We understand that managing a retirement plan can be challenging, especially when it comes to compliance. At NWCM, we are committed to providing you with the support you need to ensure the success of your plan. As we approach tax season, it is a great time to make sure that you are on track …

2022 Market Review and 2023 Outlook

NWCM Market Insights: 2022 Review and 2023 Outlook

NWCM’s Fiduciary Focus Edition 4

Our team is pleased to present the fourth edition of NWCM’s Fiduciary Focus, a summary of key fiduciary and regulatory topics tailored especially for plan sponsors.

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