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Next Edition II

2019 is off to an interesting start: increased market volatility, an unpredictable interest rate environment, a shift in the House majority and of course, the longest partial government shutdown in U.S. history have made for a stormy forecast. But we do see some breaks in the clouds.

In our second edition of next, we discuss how some of these factors may affect your role as a fiduciary in building effective retirement plans, including the effect changing interest rates may have on target date funds. We also address some of the emerging trends that may influence plan design, including increased investor interest in responsibility investing, proposed regulation concerning multiple employee plans (MEPs) and the growing need for retirement income options. 

Click here to download the second edition of next.


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