Defined Contribution Plans

This broadly defined station houses posts about topics that encompass all types of employer-provided defined contribution plans — not just 401(k)s. These include plans in other countries, etc.

 

 

 

Defined Contribution Plans

Defined Contribution Plans

By Nevin Adams 11/22/2017 • 0 Comments

Thanksgiving has been called a “uniquely American” holiday, and though that is perhaps something of an overstatement, it is unquestionably a special holiday, and one on which it seems appropriate to reflect on all for which we should be thankful. READ MORE

By Ted Godbout11/17/2017 • 0 Comments

On Capitol Hill on Nov. 16 both the House and Senate took major steps toward completing the much-anticipated tax reform overhaul. READ MORE

By John Iekel11/16/2017 • 0 Comments

The IRS has updated its Listing of Required Modifications (LRM) and Information Package for defined contribution plans. READ MORE

By Nevin Adams11/13/2017 • 0 Comments

A weekend of lobbying on Capitol Hill has yielded some encouraging news on tax reform – but serious problems remain for retirement plans. READ MORE

By John Iekel11/13/2017 • 0 Comments

A recent blog entry discusses what it can mean for an erstwhile employer when a former employee fails to roll their funds out of the plan into one offered by their new employer or into an IRA. READ MORE

By Nevin Adams11/10/2017 • 0 Comments

All too often the innovations honored with a Nobel Prize fly under the radar of “regular” Americans. But that wasn’t the case recently when the work of University of Chicago’s Richard Thaler was acknowledged. READ MORE

By Nevin Adams 11/10/2017 • 0 Comments

While tax reform is still very much a work in progress, there was a lot of good news for retirement plans and retirement savers yesterday. But there were also a couple of unwelcome surprises, particularly for 403(b) and 457(b) plans. READ MORE

By Nevin Adams 11/10/2017 • 0 Comments

The Chairman’s Mark of the Senate tax reform proposal throws a few unexpected curves — bringing back problems for deferred compensation plans, introducing some new problems for 403(b) and 457 plans and capping catch-up contributions. READ MORE

By ASPPA Net Staff11/9/2017 • 0 Comments

The U.S. Senate is expected to unveil its tax reform package today — could Rothification resurface? READ MORE

By ASPPA Net Staff11/8/2017 • 0 Comments

A high 401(k) plan participation rate is a great thing. But it’s just the beginning. The next step — deciding how those funds will be invested — is critically important in realizing a plan participant’s ability to achieve the goal of a financially secure retirement. READ MORE

By Nevin Adams 11/1/2017 • 0 Comments

Stephen King’s It involves a certain malevolent spirit that rises up every generation, wreaks havoc and feeds on the unsuspecting, before going back into hibernation. Sound familiar? READ MORE

By Nevin Adams11/1/2017 • 0 Comments

Apparently we’ll have to wait another day to find out what House Republicans have in mind for tax reform. READ MORE

By Ted Godbout11/1/2017 • 0 Comments

In a preemptive move against retirement provisions in the forthcoming House Republican tax reform plan, Senate Democratic leaders on Oct. 31 unveiled an alternative proposal that would increase 401(k) contribution limits. READ MORE

By Ted Godbout10/30/2017 • 0 Comments

According to new research, the average account balance among consistent 401(k) participants at year-end 2015 was almost double the average account balance among all participants in the database. READ MORE

By Ted Godbout10/30/2017 • 0 Comments

The results of a new study make it clear that having access to a 401(k) plan is critical in helping workers get on a path to having a secure retirement. READ MORE

By Ted Godbout10/30/2017 • 0 Comments

If last week’s volley between President Trump and House Ways and Means Committee Chairman Kevin Brady (R-TX) over the potential Rothification of 401(k)s has you perplexed, rest assured, we should have some initial answers this week. READ MORE

By John Iekel10/27/2017 • 0 Comments

A recent blog entry points out that 401(k) loans may seem innocuous since a participant is taking money from his or her own account and repaying it to themselves, but they still entail risks and costs.
READ MORE

By Nevin Adams 10/27/2017 • 0 Comments

It is all too common in human affairs to make choices that have “unforeseeable consequences.” READ MORE

By Nevin Adams 10/26/2017 • 0 Comments

President Trump may have thought his tweet would have ended the controversy over a proposed partial Rothification of 401(k)s — but that was Monday. READ MORE

By John Iekel10/20/2017 • 0 Comments

The IRS on Oct. 19 announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2018. READ MORE

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