Browsing Tag
401(k) Small Business
92 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.
Small Employers Not Taking Advantage of Plan Startup Tax Credits—And That’s a Big Problem
Recent NBER report shows only 5.5% of eligible firms claim SECURE 2.0-expanded tax credit for starting workplace retirement plans
DOL Requests Public Input on Backing PEPs for Small Employers
EBSA is asking industry experts on how it could help small employers offer pooled employer plans as a retirement benefit
Micro Plan Market to Account for 9 in 10 401(k)s by 2029: Cerulli
Competitive dynamics in micro market shifting with 40% increase in plans expected, new report finds
JP Morgan Incorporates Solo Solution to Retirement Platform
The firm’s latest Solo 401(k) option will be a part of its Everyday 401(k) platform
Nationwide Unveils RetireAssist for Small Businesses
The platform will include two solutions designed to provide customization for small business 401(k) and 403(b) plans
Many Small Biz Owners Not Saving for Retirement
One in five have no retirement savings and most have saved less than $50,000, finds new WealthRabbit survey
Unlocking SMB Market Success with 401GO’s Stan Smith
Discover how 401GO’s Stan Smith is unlocking SMB 401(k) market growth with tech-driven retirement solutions and advisor-focused innovation.
How Micro 401(k) Plans Will Drive Growth of Retirement Market
Cerulli says advisor-sold defined contribution market set to flourish and further ongoing convergence of wealth management and DC plan markets
Opportunity in the SMB Market with Sean Jordan, Principal Financial Group
Opportunity in the SMB Market with Sean Jordan, Principal Financial Group® The small to mid-size business (SMB) retirement…
Bankrate Partners with SmallBusinessLoans on SMB Financing
SmallBusinessLoans connects SMBs to fintechs, banks, and financial institutions who may provide short-term financing