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

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 ...

A defined benefit plan is a retirement option where the benefits paid on retirement are calculated using a fixed formula. The formula is typically based on the employee’s salary history and the number ...

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, ...

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 ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. If you’re like most business owners, the long-term ...

Employers are either standing pat with benefits, or finding more creative ways to configure their package to make it more attractive to employees. Trends in compensation and benefits package design ...

Congress is currently considering two Social Security bills that could expand survivor benefits and boost monthly checks.

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 ...

Learn what Accumulated Benefit Obligation (ABO) is, how it affects pension plans, and why understanding it is crucial for ...