Tag Archives: defined benefit

What can defined benefit and defined contribution plans learn from one another?

Older man looking at a newspaper sitting next to a younger man looking at a tablet

I’m always trying to teach my children skills to prepare them for life. I’ve been around a while, and hope I can use my experience to help them on their journey. However, there are lots of occasions when it’s the … Continue reading →

What will tax reform mean for defined benefit pension investing?

elderly couple sitting at a table looking at paperwork

If you’re like me, tax season isn’t a time of the year I look forward to by any stretch. Gathering last year’s paperwork and navigating through the endless software that’s supposed to make filing easy isn’t a way I like … Continue reading →

Roth 401(k) contributions are gaining popularity among those looking to increase tax diversification

elderly gentleman assisting steadying a little girl riding her bicycle

As concerns about employee financial well-being and retirement readiness continue to grow, 401(k) plan sponsors are adding a key feature to their 401(k) plans that provides some flexibility to savers: the option for Roth 401(k) contributions. Roth 401(k) contributions turn … Continue reading →

How tax reform could influence defined benefit funding decisions in 2018

three colleagues sitting on chairs leaning over a coffee table looking at paperwork

We ended 2017 with pension plans in slightly better shape than they the year before. Strong market returns and larger-than-expected employer contributions, helped boost defined benefit plan funding to reach its highest level since 2013. The rationale for employers to consider … Continue reading →

Nederlandse DC-regelingen: een vreemde eend in de bijt?

De laatste jaren zien we in Nederland meer en meer beschikbare premie regelingen[1] ontstaan (ook wel bekend als DC). De beweging naar DC is een stroomversnelling terecht gekomen doordat de afgenomen marktrentes hebben geleid tot hoge (en vaak onstabiele) premies … Continue reading →