Defined Benefit Plans

[1]  1 2 3 4 5 6 7 8   [20]

Congress Prepares Bill To Fix SECURE 2.0 Catch-Up Contribution Snafu

by

The legislation also aims to correct mistakes regarding RMD ages, lawmakers said.

Beware Marginal Tax Rates And Social Security, Expert Warns Retirees

by

Retirees can avoid high marginal tax rates with Roth conversions, said William Reichenstein.

2022 Was Good For Annuities; 2023 Stands To Be Better

by

CFRA Research says annuities have winds at their back from the SECURE Act and interest rates.

Are Extended RMDs A Gold Mine Or Tax Trap?

by

The SECURE Act 2.0 extended required minimum distributions. For couples, it might not make sense to wait.

Pension Funds In Historic Surplus Eye $1 Trillion Of Bond-Buying

by ,

Routs in stocks and bonds can be a blessing of sorts to some benefit plans.

When It's Time To Unwind, What Will DC Plans Do?

by

When target-date funds reach their target, what happens next? A new MFS survey asks participants.

The Biggest Changes For 401(k) Retirement Savers

by

A spending bill signed by President Biden includes expanded access to retirement plans and new rules for 529 accounts.

Retirement Planners See New Opportunities As SECURE Act 2.0 Nears Final Approval

by

The legislation's retirement system changes have received praise from much of the financial community.

New York Raises Cap On Pensions' Private Equity, Hedge Fund Assets

by

A provision in state law that sets the cap hadn't been adjusted since 2006.

Chicago's Shaky Pension Funds Face New Hit From Looming Downturn

by

Chicago's pensions have enough assets to cover only about 25% of what they owe.

Bringing Alternatives To 401(k) Plans

by

Alternative investments are coming to defined contribution plans, but numerous obstacles to widespread adoption remain.

Retirees Seek Income Amid The One-Two Punch Of Inflation And Hostile Markets

by

A panel of experts weighed in on how retirees can glean income in volatile times.

Younger Investors Hold 80% Of 401(k) Assets in Equities, New Study Finds

by

Meanwhile, equity ownership has flatlined among older age groups, said two research institutes.

Crypto Fallout Leaves U.S. Retiree Benefits Mostly Unscathed

by ,

Most of the largest public pension funds have dodged the fallout from FTX and a brutal slide in token prices.

When Annuities Came To 401(k)s

by

Annuities are coming to defined contribution plans, but are they right for every client?

A New Income ‘Decumulation' Framework

by

How financial advisors can add the most value for clients.

Great Recession Strengthened Public Pension Systems, Report Says

by

Public retirement systems have made changes since 2007 that have ensured their long-term viability.

Great Recession Strengthened Public Pension Systems, Report Says

by FA Staff

Public retirement systems have made changes since 2007 that have ensured their long-term viability, the report said.

The Father Of ‘4% Rule' Doesn't Buy 3% Alternative

by

William Bengen believes it would take “a catastrophic set of circumstances” before clients had to accept a 3% withdrawal rate.

Well, Hello, Sequence Risk! Where've Ya Been?

by

For the first time in a long time, advisors may soon have to help clients make painful retirement choices.

[1]  1 2 3 4 5 6 7 8   [20]