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Callan Family Office

Tags: Corporate DC Plans

October 8, 2024
Offering Employees Choice: DC, HSA/HRA, or Student Loan Repayments
Callan DC plan expert explains the implications of a new IRS private letter ruling.
July 8, 2024
A Guide to Sequence-of-Returns Risk for TDF Glidepaths
An explanation of how public DB plans can use sequence-of-returns risk analysis.
May 8, 2024
The Newest and Final 'Fiduciary Rule'
What the Department of Labor's Final Fiduciary Rule means for DC plan sponsors.
April 24, 2024
Callan 2024 DC Trends Survey: Focus on Plan Governance, and Continued Efforts to Rein in Fees
A summary of Callan's 2024 Defined Contribution Trends Survey.
November 6, 2023
IRS Announces Updated Retirement Plan Limits for 2024
Jamie McAllister details the 2024 DC plan limits.
November 3, 2023
Key Issues to Know for the Proposed Fiduciary Rule
Jana Steele explains what the new proposed fiduciary rule means for DC plan sponsors.
August 28, 2023
IRS Delays SECURE 2.0 Roth Catch-ups
Jana Steele explains why the IRS delayed rules for Roth catch-up contributions.
June 9, 2023
The ESG Rule Explained, Part 4: The DOL's Goals
Tom Shingler interviews a legal expert on the ESG rule issued by the Department of Labor.
June 9, 2023
The ESG Rule Explained, Part 3: Shareholder Rights
Tom Shingler interviews a legal expert on the ESG rule issued by the Department of Labor.
June 9, 2023
The ESG Rule Explained, Part 2: DC Plan Lineups
Tom Shingler interviews a legal expert on the ESG rule issued by the Department of Labor.
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