Browsing Tag
Defined Contribution Plan (DC Plan)
398 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.
How AI is Simplifying 401(k) Plan Comparison
BenchMine, a free 401(k) comparative analytics tool released to public in November, provides data in plain English
Corporate Roundup: Transamerica and Cetera Collaborate, Vanguard Launches ETF
Transamerica and Cetera partner on group retirement plan solution, Vanguard releases a new municipal bond index, and more
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