Browsing Tag
Defined Contribution Plan (DC Plan)
412 posts
A defined contribution (DC) plan is a type of retirement plan where the employer, employee, or both, make regular contributions to individual accounts for each participant. The final benefit amount depends on the contributions made and the investment performance of those contributions, rather than being predetermined. Common examples include 401(k) plans and 403(b) plans.
4 Key Findings from Fidelity’s Plan Sponsor Attitudes Survey
What percentage of plan sponsors are looking to change advisors, CIT use increasing, plan design tweaks; what sponsors value most from advisors and more from the comprehensive annual study
Employers Taking a More Proactive Approach to Financial Wellness
J.P. Morgan's latest survey finds 85% of plan sponsors feel a strong sense of responsibility towards employees' financial wellbeing
401(k)s Miss Out on Billions by Not Adding Private Equity, Study Finds
New report says defined contribution plans incorporating PE and real estate investments like defined benefit plans do could add $35 billion a year
6 in 10 Plan Sponsors Want to Retain Participant Assets Post-Retirement
Cerulli finds asset managers respond to demand with increased decumulation product development and distribution efforts
DC Savings and Investing Collectively Dropped in 2022
Savings and investing within defined contribution plans fell last year, but Alight research argues the drops weren't as devastating as initially thought
2024 401(k) Contribution Limit: Milliman Forecasts Modest Increase
Based on current inflation data, Milliman’s latest 2024 IRS limits forecast predicts a $500 increase while official 2024 limits are expected to be announced in October
OregonSaves Passes $200 Million Retirement Savings Mark
6 years after launch, new populations of first-time savers continue to join the nation’s first state-based auto-enrollment retirement savings program
ProNvest Rebrands as ‘Future Capital’
WealthTech provider facilitates advisor access to DC plan participant external assets
Investors Are Optimistically Numb to the Market
While 68% are optimistic on their finances today, a survey from Natixis warns of a shift that can uncover gaps in investment knowledge
Most Pre-Retirees Cite Inflation for Retirement Delay
Nationwide's Advisor Authority survey found 60% of pre-retirees say inflation is the reason for postponing retirement