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 minute read

Saving for Retirement: No One Size Fits All

LeafHouse’s Michael Garberich makes a case for personalized managed accounts

byMichael Garberich

March 7, 2023

3 minute read

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

byAmanda Umpierrez

March 6, 2023

12 minute read

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

byBrian Anderson

March 3, 2023

2 minute read

Your 401(k) News

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

byAmanda Umpierrez

February 15, 2023

5 minute read

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

byAmanda Umpierrez

December 30, 2022

3 minute read

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

byAmanda Umpierrez

December 23, 2022