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.
What’s Going on with Managed Accounts in 401(k)s?
Despite solid growth, defined contribution (DC) managed account assets are being starkly under-utilized by retirement savers according to the latest research from Cerulli Associates.
February 6, 2018
How Did 401(k) Assets Fare in Third Quarter?
A booming economy in part contributed to a further rise in 401(k) balances, as well as retirement assets…
December 27, 2017
10 Retirement Terms in Desperate Need of an Update
Explore 10 outdated defined contribution terms redefined for today’s evolving retirement landscape to improve clarity and outcomes.
December 7, 2017
A Great Niche for 401(k) Plan Advisors
Health care institution retirement plans survey shows shift from 403(b) to 401(k) and highlights strategies to boost employee savings.
November 30, 2017
Bad News for 401(k) Loan Activity
DC plan participants 2017 stayed invested, with steady contributions, low withdrawals, and loan activity slightly above crisis levels.
November 21, 2017
How to Market Yourself as a Retirement Readiness Expert: 2017 Excel 401k
Rebecca Hourihan brought her marketing expertise to Excel 401(k): The Advisors’ Conference on Tuesday to teach advisors how they…
October 24, 2017
T. Rowe Price Gets ‘Senior Defined Contribution Strategist’
T. Rowe Price has hired Linda Delivorias as a senior defined contribution strategist in the firm’s full-service defined contribution plan recordkeeping…
September 14, 2017
What’s the Funding Status of Your Client’s 401k Plan?
In the world of defined benefit (DB) plans, retirement plan sponsors embrace a liability-based framework for measuring investment…
September 8, 2017
Falling 401(k) Fees No More?
DC plan fees survey shows costs flattening after years of decline, with record keeping, trust and custody fees holding steady.
August 24, 2017
3 Reasons Cities Should Switch to 401(k)s
Debt-laden pension obligations continue to weigh on state and city governments around the country, with Chicago, Illinois as…
May 29, 2017