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.
TriNet Launches AI Suite for SMBs Wanting HR Support
The suite will include a personal health assistant and dashboard to the HR platform
Q&A: Unlocking the Business Owner Opportunity with Manulife John Hancock Investments’ Andrew J. McFetridge and Kathleen Pritchard
Inside Manulife John Hancock Investments carefully orchestrated strategy to help retirement plan advisors turn business owner relationships into lasting growth opportunities
IRI Pushes DOL to Issue PEP Guidance
The IRI is asking the DOL to provide guidance on fiduciary responsibilities for PEPs, among other requests
Gusto Acquires SMB Retirement Plan Provider Guideline in Landmark Deal
Guideline was already the “most popular retirement product on Gusto by far,” says Gusto CEO Joshua Reeves
Small Businesses Consider Offering DC-Style Health Plans
Almost all respondents in the eHealth report say they want a new health benefit that can help offset costs
IRALOGIX Rolls Out Digital Platform to Streamline IRA Administration
The Workplace Retirement Plan Portal focuses on automation for small to midsize employers who offer IRAs
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