Browsing Tag
Defined Contribution Plan (DC Plan)
413 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.
10 States Furthest From and Closest To Retirement Savings Benchmarks
New ranking identifies which states are furthest behind in saving what they’ll need to retire, and by how much
May 5, 2023
Just 28% of Micro Businesses Offer a Retirement Plan
A Capital Group report finds that small businesses were likely to cite cost as a critical factor for avoiding retirement plans
May 4, 2023
Sheri Fitts Launches Personal Branding and Thought Leadership Conference
Inaugural SWAY | LIVE event for financial advisors set for August in San Diego
May 3, 2023
Plan Sponsors Are More Involved with Retirement Planning in 2023
A new survey by PGIM shows seven in 10 plan sponsors believe they are taking action in solving the retirement income challenge
May 1, 2023
Legislation, Regulation, Litigation Driving Change in 401(k) Plans: Callan
Just-released Callan 2023 Defined Contribution Trends Survey paints detailed picture of challenges and opportunities facing DC plan sponsors
March 28, 2023
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
March 28, 2023
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
March 10, 2023
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
March 9, 2023
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
March 9, 2023
Over Half of DC Investors Lack Longevity Literacy: Nuveen
Nuveen research fields responses from DC participants on longevity literacy and ESG investments
March 8, 2023