Roughly 73 percent of employees who work at hospitals and health systems participate in a 403(b) defined contribution plan — the highest level of plan participation at healthcare organizations in the ...

A 58-year-old physician running a solo practice can legally shelter $374,000 from federal income taxes this year by combining a cash balance plan with a 401(k). Most accountants know about the 401(k).

The White House has now officially supported giving access in 401(k) retirement plans to “alternative investments” like private equity, private credit, crypto, commodities, real estate and hedge funds ...

Note to readers: This is a follow-up post to our January 2026 post “401(k) Plans as LPs: Implications for Stakeholders as Private Markets Access Broadens.” Following through on its previously stated ...

A Trump Administration Executive Order on investments in private equity, real estate, and digital assets in defined contribution plans President Trump has issued an Executive Order ("Order") to enable ...

Assets have been flowing out of defined contribution plans at a vigorous pace in recent years with no moderation in sight, according to Morningstar. “Growth of assets in the DC system is hindered by ...

Blackstone is making a significant move into the defined-contribution retirement market, launching a new business unit dedicated to expanding access to private assets such as private equity and ...

When investors are considering their workplace retirement plans in relation to their other accounts, it’s essential that they ask two fundamental questions: How much does it cost, and how good are the ...

Ask successful small-business owners if they are happy with their annual IRS tax bills and most will moan and groan. That was the case with Bob Johnson, founder and CEO of Johnson Insurance & ...