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Callan Family Office

Tags: DC Plan Design

November 8, 2024
IRS Guidance: How Reliable Is It?
Callan expert explains the different types of IRS guidance.
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.
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 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 8, 2023
Money Market and Stable Value Fund Returns During the Current Rising Rate Environment
Greg Ungerman, Kyle Fekete, and Kevin Machiz assess stable value funds.
May 17, 2023
How to Improve DC Plans with DEI
Jana Steele discusses diversity, equity, and inclusion (DEI) and how DC plans can incorporate it.
January 11, 2023
How SECURE 2.0 Affects DC Plans
Jana Steele, Patrick Wisdom, and Greg Ungerman explain the changes to DC plans stemming from SECURE 2.0.
October 25, 2022
What DC Plan Sponsors Should Know About Recent Litigation Trends: Part 2
Jana Steele reviews key themes to emerge from our analysis of DC plan litigation from 2019-2022.
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Callan Family Office

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