Once upon a time, many workers didn’t need to worry about how they would spread 401(k) savings across their retirement years. Instead, they participated in a defined-benefit pension plan. Employers ...

Advisors increasingly deal with executive benefits when creating an estate plan for business executives. What to know.

Employee benefits and programs changed very quickly in reaction to the pandemic. Benefits were added that specifically addressed the current needs. Now two years after the start of the pandemic, ...

Recently, a client brought me in to review a defined contribution plan document given to them by a service provider to create their new plan. In the document, it makes reference to regular investment ...

Learn about qualified retirement plans, their two main types—defined benefit and contribution—and the tax benefits they offer for both employers and employees.

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

More than half of surveyed chief financial officers said they’re weighing changes to their defined benefit plan designs in 2025 and are considering creative plan design; respondents said they’re ...

Yesterday, my CBIZ Retirement Plan Services colleague and I led a benefits strategy meeting for a mutual client. As I described a health plan design strategy, my colleague interjected, “Wait, that ...

Join us for this three-part series covering how the One Big Beautiful Bill Act reshapes the workplace benefits conversation. This series features Hillary August, Stephanie Vasconcellos, and Ryan Liebl ...

A defined benefit plan is funded and managed by an employer. A defined contribution plan is managed and funded by employees and boosted by employer contributions. Many or all of the products on this ...

Forbes contributors publish independent expert analyses and insights. Teresa Ghilarducci Ph.D. is an Economics Professor. The DB dinosaurs are back, and they are good dinosaurs. International Business ...