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Thursday, April 23, 2026 - Broadridge Content

A cash balance plan is a qualified employer-sponsored retirement plan that has become increasingly common in recent years as an alternative to (or replacement of) the traditional defined benefit pension plan. Though it is technically a form of defined benefit plan, the cash balance plan is often referred to as a "hybrid" of a traditional defined benefit pension plan and a defined contribution plan. This is because cash balance plans combine certain features of both defined benefit and defined contribution plans. Like traditional defined benefit plans, cash balance plans pay a specified benefit amount at retirement. However, like defined contribution plans, participants have individual (albeit hypothetical) accounts, allowing for easy tracking of accrued benefits.

Thursday, April 23, 2026 - Broadridge Content

As an employer, you may want to establish one or more retirement plans for yourself and/or your employees. Having a plan can provide significant benefits for both you and your employees (if any). There are many different types of retirement plans, however, and choosing the right one for your situation is a critical decision. You want a plan that will meet both your goals as the employer and the needs of any employees you may have. In addition, it is important to balance the cost of establishing and maintaining a plan against the potential benefits.

Wednesday, April 15, 2026 - Fortune

Buffett’s IRS story arc is a strange one: the 14-year-old who carefully wrote off bicycle repairs became the billionaire arguing that billionaires like him are undertaxed.

Tuesday, April 28, 2026 - Broadridge Content

A bill currently in Congress would allow rollovers from Roth IRA to workplace Roth plans for low-balance accounts.

Thursday, April 23, 2026 - Broadridge Content

An individual 401(k) plan is really nothing more than a combined profit-sharing plan and 401(k) plan implemented by a self-employed individual or small business owner with no full-time employees (unless the full-time employee is the owner's spouse). These plans, which went into effect after passage of the Economic Growth and Tax Relief Reconciliation Act of 2001 (2001 Tax Act), can allow for significant tax-deferred contributions.