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.
Transamerica Offering Year-End Incentives to Attract Small-Biz Plans
New initiative targets small business retirement plans and health savings accounts
SIMPLE IRA or 401(k)? 4 Key Differences to Share with Small Business Clients
It's not too late to get clients ready for 2023
Ubiquity, Paycor Team Up on Turnkey Small Biz 401k Solution
Under the partnership, Paycor will refer small businesses and startups to Ubiquity Retirement + Savings for “affordable, flat fee retirement benefit solutions”
Just 1 in 4 Small Businesses Currently Offer a 401(k)
New research from Sharebuilder 401(k) finds owners believe their business is too small and the plans are too costly to set up and manage
eCommerce for Pensions: A ‘Smart’ Idea Whose Time Has Come
'The idea is to use technology to make something intuitive, very low cost, and very scalable'
Startup Penelope Targets Small-Biz 401(k) Market
New York-based company announces it has raised $2.1 million to help build out its retirement savings platform and 401k subscription model
Value-Focused Retirement Plan Solution for Small Employers Debuts from Transamerica
New Transamerica Advantage Solution is a configurable plan offering small employers flexibility to create an efficient workplace retirement savings program
How to Successfully Scale a Small Business 401(k) Solution
At the center is technology, which is 'a means to the end, not the solution'
Goldman Sachs, Ascensus Launch SMB Retirement Plan Solution
Combined technology platform will allow easier access to asset management, retirement expertise, and financial guidance
SMB 401(k) Provider Human Interest Valued at $1B
As small- to medium-sized business 401(k) provider Human Interest pushes toward an eventual initial public offering (IPO), the…