Key Takeaways The typical employee contribution rate falls between about 8% and 10%, depending on the data source.When ...

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

Explore the differences between SEP and Keogh plans, designed for small business owners seeking higher retirement contributions. Choose the best option for your needs.

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 ...

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

The recently proposed Retirement Simplicity and Clarity Act would expand in-service rollovers to include annuities. In-service rollovers currently provide active employees with the ability to move ...

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 ...

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 ...

When investors are considering their workplace retirement plans in relation to their other accounts, it’s essential that they ask two fundamental questions: How much does it cost, and how good are the ...

Cheers if you already have the best retirement plan for your business. If not check out the tax benefits of a cash balance pension plan. As we enter tax season, you may wonder what else you can do to ...