2025 ended on a high note after market volatility shook defined benefit plan finances during the first quarter.

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 ...

Depending on your age and your employer, a defined benefit pension could significantly shape your retirement outlook. The ...

The SECURE Act 2.0, enacted in December 2022, made several updates to what must be included in annual funding notices (“AFN”) issued by defined benefit pension plans. For large plans (as defined below ...

Aon plc (NYSE: AON), a leading global professional services firm, announced today that the aggregate funded ratio for ...

On April 3, 2025, the Department of Labor (DOL) issued Field Assistance Bulletin No. 2025-02 to assist defined benefit pension plan administrators with deciphering the requirements of the SECURE 2.0 ...

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 ...

Yet another of the series of pension risk transfer suits has been dismissed, with a federal judge concluding that the plaintiffs lack a current/imminent injury to justify the suit.

IRAs held $18.9 trillion in assets at the end of the third quarter of 2025. Thirty-eight percent of IRA assets, or $7.3 trillion, was invested in mutual funds. With $4.3 trillion, equity funds were ...