Browsing Tag
401(k) Small Business
96 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.
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
Small Businesses: Overcoming Barriers to Retirement Plans
Sharebuilder 401k CEO Stuart Robertson explains how new tax incentives make offering a 401(k) much more palatable for owners of small businesses
Employers Delay Retirement Due to Savings Fears
This concern is even more prominent for small business owners, 57% who say they have pushed back their retirement timelines
Vestwell Ramps Up Advisor Access, Abilities of JPMAM’s Everyday 401(k)
Small biz workplace savings solution now enables advisors to serve as a 3(38) investment manager
Small Businesses Still Avoid Offering Retirement Plans
This comes as 18% are unaware of SECURE 2.0's startup tax credit, finds Sharebuilder 401(k)
401(k) Account Balances Reach Record Levels
The analysis by Fidelity Investments finds that balances increased across 401(k), IRA, and 403(b) accounts
Small Business Owners Prefer Trump Win to Boost Prospects, Poll Finds
ShareBuilder 401k survey finds twice as many SBOs think a Trump win will have a positive impact on business compared to a Biden win