A 401(k) plan is a tax-advantaged retirement account offered by many employers. There are two basic types—traditional and ...

A defined benefit plan is a retirement option where the benefits paid on retirement are calculated using a fixed formula. The formula is typically based on the employee’s salary history and the number ...

For high earners racing to close a retirement gap, traditional 401(k) limits can feel like a ceiling on their future ...

What Are the Features of a Defined Benefit Plan? A defined benefit plan guarantees retirement benefits for an employee. Some of the features include: Employer sponsored: The employer funds and manages ...

For the right client, these plans can build substantial retirement wealth quickly while offering tax advantages.

Adoption of Roth, after-tax and catch-up contribution options varies, sometimes dramatically, across plan sizes. Defined contribution plan sponsors have to make decisions about what types of ...

Should defined-contribution plans offer exposure to private equity? Some investment advisors are now adding the asset class to the target-date strategies offered in their defined-contribution ...

This column has been modified to correct the amount of the required contribution for Janet's DB plan. Minimizing taxes isn’t always the best idea. Rich found this out the hard way. You may have heard ...

A Trump Administration Executive Order on investments in private equity, real estate, and digital assets in defined contribution plans President Trump has issued an Executive Order ("Order") to enable ...