Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...
A 401(k) plan is a tax-advantaged retirement account offered that's by many employers. There are two basic types: traditional ...
Retirees are staying in defined-contribution (DC) plans long after retirement, according to T. Rowe Price. DC plans are ...
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 ...
The White House has now officially supported giving access in 401(k) retirement plans to “alternative investments” like private equity, private credit, crypto, commodities, real estate and hedge funds ...
The SECURE 2.0 Act of 2022 (SECURE 2.0) introduced many required and optional changes affecting defined contribution plans, including 401(k) plans, 403(b) plans, and employee stock ownership plans.
Millions of Americans check their 401(k) balances each quarter without recognizing the name of the product holding their ...
Annual additions include employee contributions, employer contributions, and forfeitures. The annual additions to a participant's account (or all such accounts aggregated, if the employer has more ...
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 ...
After the Republican-controlled Florida legislature voted in June 2000 to introduce a defined contribution plan for the state's 660,000 workers, surveys suggested that about half of them would shift ...
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 ...
The State Universities Retirement System of Illinois (SURS) is looking for a skilled manager with investment experience to oversee its two defined contribution plans - the Retirement Savings Plan ...