Despite their reputation, traditional defined-benefit (pension) plans can be a valuable tool for small-business succession planning. Defined-benefit pension plans are often associated with unions and ...
PRT activity in 2025 is expected to decline from 2024. The decline is largely driven by a decrease in jumbo transactions ($1 ...
While the talk about retirement plans is usually centered on 401(k) plans, the value of a defined benefit plan for those companies that could afford it should not be discounted. Thanks to the generous ...
It’s a pooled risk (or target pension) plan in the U.K. where both the employer and employee contribute Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a ...
Key Takeaways Cash balance pensions make up almost 50% of all defined benefit plans.They combine features of a traditional pension and 401(k).The employer-funded contributions and interest guarantee ...
Tax planning is an essential part of running a business. It is incredible how many high-income business owners are unaware of the tax savings they could get from a cash balance pension plan. Tax ...
Extend Health, a Burlingame, Calif., provider of “defined contribution” health plans designed to cut costs for business, raised $15 million in a second funding round. Investors included Psilos Group ...
Charlotte, NC, July 14, 2022 (GLOBE NEWSWIRE) -- Today, CLA Wealth Advisors (CliftonLarsonAllen Wealth Advisors, LLC), an SEC-registered investment advisor, announced it was selected as a Top DC ...
CHICAGO--(BUSINESS WIRE)--Mercer, a global leader in redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being, (NYSE: MMC), has named Holly ...