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.

This edition includes the following:

  • The SECURE 2.0 Roth catch-up contribution changes
  • Details on the recent IRS announcement of a two-year delay
  • A breakdown of recent retirement plan related litigation

We hope you enjoy this edition and look forward to your feedback and comments about what you would like to see in future publications.

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