
Blog, FA Partnerships, Insights for Advisors, Secure Choice, SMB
By Dan Beck | Jun 27, 2023
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
By Dan Beck | Dec 19, 2019
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
By Dan Beck | Dec 19, 2019
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…