Browsing Tag
Defined Contribution Plan (DC Plan)
316 posts
New Course Focuses on How to Design a Successful DC Plan
Are you an expert in designing a Defined Contribution plan tailored to the needs of a plan sponsor…
What Next-Gen 401(k) Plans Will Look Like
Defined contribution (DC) plans do a good job—but they could do better. Coverage, adequacy, technology, a lack of…
6 Fun and Furious Movie Lines About Retirement and 401(k)s
The House How are 401(k)s portrayed in movies and pop culture? It’s cliché to ask if life imitates…
Case Study: Town’s Change from DB to DC Plan Having Desired Effect
How about a quick case study on a charming little seaside town that recently switched from a defined…
401k Recordkeeper Data Shows Solid Saving Trends
Good news on the 401k-participant behavior front. Americans continued to save for retirement through defined contribution plans early this…
5 Strategies to Demonstrate You’re the Right Client Fit
“Differentiation” is a term frequently used in sales. Advisors have been trained to search out and sell their…
DOL Gives 401k ‘Auto Portability’ Major Boost
The auto revolution in retirement plans (auto-enrollment, escalation, deferral) adds another option with the release last week of…
Small Businesses (Really) Like 401(k) MEP Concept
The announcement of a new rule from the Department of Labor to make it easier for small businesses…
What Would Happen if 401(k)s Went Away?
Do we really need 401(k)s and similarly designed employee-retirement plans? Is there anything better? What would happen if…
Yale Prof REALLY Wrong on 401k ‘Failure’
Another diss directed at 401k defined contribution plans with the same tired tropes routinely debunked. Jacob Hacker is…