Browsing Tag
401(k) Small Business
98 posts
A 401(k) small business plan is a retirement savings program designed for companies with fewer employees, typically under 100. For financial advisors or RIAs, it represents an opportunity to guide business owners in selecting, implementing, and managing a cost-effective plan that meets regulatory requirements. Advisors help with fiduciary support, investment selection, employee education, and ongoing plan monitoring to improve outcomes for owners and their staff.
Lawmakers Revive Startup Tax Credit Bill for Micro-Businesses
While legislation under SECURE 2.0 offers startup tax credits, many micro-businesses end up not utilizing the credit because of its formula
401GO Opens Expansive New Utah Campus Amid Rapid Growth
Fast-growing 401(k) fintech unveils new headquarters six times larger than its previous office as it scales operations, adds employees, and expands advisor partnerships nationwide
QuickBooks, Vestwell Launch Integrated 401(k) for SMBs
Partnership targets retirement coverage gap by making 401(k) plans easier to offer through existing payroll and financial systems
Transaction Fees Surpass Budgets for Small Businesses
Those enrolled in PEPs also noted increased costs compared to 401(k) employers, finds Human Interest
Small Businesses Push Retirement Savings Access for 5.6 Million Employees
The findings from Gusto highlight a growing trend among small businesses to offer retirement plans
401GO Raises $33 Million in Series B Funding to Expand Advisor and Embedded Partner Ecosystem
Fundraise will allow firm to scale in-house technology to meet growing partner demands
ShareBuilder 401K Pauses Setup Costs Through Dec. 23
Mid and small business owners could save up to $750 in setup costs, the digital 401(k) provider says
Millennial Small Biz Owners More Open to Offering Retirement Plans than Gen X
Capital Group research reveals generational divide when it comes to readiness to start a plan
Technology and the Small Plan Market with 401GO’s Sue Hardy and Cheryl Morrison Deutsch
Technology is transforming the small-plan retirement market—and fast. In this episode of the 401(k) Specialist Podcast, we sit down…
Small Business Owners Rely on Financial Guidance
Eight in 10 find the advice they receive from a financial professional worth it, reports Equitable and the SCORE Association