Dan Beck


Blog, FA Partnerships, Insights for Advisors, Secure Choice, SMB

Is Secure Choice Good for Workers? No. It’s Not.

States are celebrating their secure choice retirement mandates as a major solution to the American retirement crisis, but workers say otherwise. In fact, 70% say they don’t want to save…

Blog, Insights for Employers, SMB

Why I Waited to Offer a 401(K)

Why I waited to offer a 401(K) and why you don’t have to. I have started over a dozen companies in the past decade. I’ve had successful exits from most…

Blog, Insights for Employers, Insights for Participants, SMB, Solutions for Individuals

The Origin of the 401(k) Plan

Where did the idea for a 401(k) plan originate? Why is it called a "401(k) plan" in the first place? And why have 401(k) plans become so difficult for small…


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