Browsing Tag
Defined Contribution Plan (DC Plan)
316 posts
Biden’s Budget Seeks Ban on ‘Mega-Roth’ IRAs
The $6.8 trillion budget released today, deemed “DOA” by House Republicans, includes a variety of tax increases for wealthy
Self-Directed 401(k)s Also Fell 20% in 2022, Schwab Report Shows
Latest SDBA Indicators Report shows a modest 2.45% gain in Q4
Over Half of DC Investors Lack Longevity Literacy: Nuveen
Nuveen research fields responses from DC participants on longevity literacy and ESG investments
TDFs Remain Trendy Across DC Plans
Almost all plan sponsors offer the investment and close to half of total plan assets are invested in TDFs, finds NEPC research
Saving for Retirement: No One Size Fits All
LeafHouse’s Michael Garberich makes a case for personalized managed accounts
5 Key Themes in J.P. Morgan Asset Management’s 2023 Guide to Retirement
New research released today explores top trends in the defined contribution space, including SECURE 2.0 and market uncertainty
George Fraser and Shlomo Benartzi: The Power of Pennies
Cover Story: How the elite advisor and behavioral economist are using “change” (instead of percentages) to dramatically change participant outcomes
NAGDCA Creates ‘SECURE 2.0 Summary’ for Governmental DC Plans
The association provides an in-depth view of the 38 provisions in SECURE 2.0 that impact government-sponsored plans
8 Ways SECURE 2.0 Will Enhance Retirement
Transamerica Institute and Transamerica Center for Retirement Studies highlights the top ways new legislation will improve and expand upon retirement security
How SECURE 2.0 Validates Emergency Savings Initiatives
The new retirement legislation would finally link emergency savings to retirement, legitimizing its importance as a separate savings account for workers