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Mid-Year Check-In and Market Update
Manage episode 372714876 series 2956584
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This month, Jennifer Doss and Dawn McPherson look back on the first half of the year, including a mid-year market update with CAPTRUST’s Kevin Fieldman, director of investment research.
Listen to learn more about market volatility, inflation, and some SECURE 2.0 provisions that are affecting plan sponsors now and in the near future.
Later, Mike Webb breaks down the enhanced tax credit for small businesses, a new provision in SECURE 2.0.
Subscribe to Revamping Retirement for more episodes with insights for plan sponsors.
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