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.
Retirement Plan Coverage to See Massive Growth by 2026
The increase will especially be prevalent among small businesses, predicts a new report by Transamerica
March 24, 2023
5 Big Issues with Small 401(k) Plans: Rebalance’s David Ranney
Small-business 401(k) plans face a lot of specific issues and challenges that don’t necessarily impact larger retirement plans.
March 13, 2023
Tax Credits Under SECURE 2.0 Expand Small Business Coverage
The new and revised tax credits under SECURE 2.0 eases the path in offering a 401(k) plan for small business employers
January 25, 2023
BlackRock Invests in Human Interest
Infusion will help the SMB-focused 401(k) provider expand access to retirement plans for working Americans
January 13, 2023
Vestwell Partners with Carson Group on SMB 401(k) Offering
The program will includes features dedicated to SMBs from both entities
January 10, 2023
Ubiquity CEO Comments on SECURE 2.0 Impact for Small Businesses
The small business 401(k) provider comments on the most effective provisions for small businesses wanting to offer retirement plans
January 4, 2023
Transamerica Offering Year-End Incentives to Attract Small-Biz Plans
New initiative targets small business retirement plans and health savings accounts
October 14, 2022
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
July 15, 2022
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”
June 22, 2022
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
May 13, 2022