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Magazine
401k Specialist
The Latest
2025 Morningstar 529 Plan Ratings
Best State 529 Plans of 2025 Rated by Morningstar
Millennial small business retirement plans
Millennial Small Biz Owners More Open to Offering Retirement Plans than Gen X
Social Security Emergency Inflation Relief Act
Senate Democrats Introduce Bill to Expand Social Security, Veterans Affairs Benefits
News
Viking Cove Unveils Advisor Vantage, NFP Expands Leadership
Browsing Tag

Lisa Kottler

2 posts
401k Coverage Gap
Read More
3 minute read
  • 401(k) Practice
  • Your 401(k) News

Why Digital Distribution is Critical to Closing the 401(k) Coverage Gap

Sallus Retirement's Lisa Kottler says 98% of the U.S. employer market has less than 100 employees, and 90% have less than 20 employees.
byJohn Sullivan
October 31, 2022
Pooled employer Plan, Strategic partnership, partner, PEP
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2 minute read
  • 401(k) Practice
  • Your 401(k) News

Sallus Retirement, IFP Partner on Pooled Employer Plan

Strategic venture boosts distribution for the small business-focused PEP
byBrian Anderson
October 6, 2022
  • 2025 Morningstar 529 Plan Ratings

    Best State 529 Plans of 2025 Rated by Morningstar

  • Millennial small business retirement plans

    Millennial Small Biz Owners More Open to Offering Retirement Plans than Gen X

  • Social Security Emergency Inflation Relief Act

    Senate Democrats Introduce Bill to Expand Social Security, Veterans Affairs Benefits

  • Charles Schwab

    Charles Schwab Acquires Forge Global for $660M

401k Podcast
  • Small-Plan Retirement Market

    Technology and the Small Plan Market with 401GO’s Sue Hardy and Cheryl Morrison Deutsch

Featured Industry Articles
  • Manulife John Hancock’s Brandon Radach and Retirement Plan Advisor Search’s Veronica Bray discuss how to win more 401(k) finalist presentations.

    Acing the Finalist Presentation: How to Win More 401(k) Plans

  • Retirement at a Glance



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