Blog, FA Partnerships, Insights for Advisors
By Jennifer Stott | Sep 26, 2022
4 Ways for Financial Advisors to Prospect Small Business 401(k) Clients
401(k) clients can be a valuable asset for financial advisors. By offering your 401(k) services to small businesses, you can add more value to your small business owner clients while…
Blog, FA Partnerships, Insights for Advisors, Insights for Employers, Insights for Everyone Else, Insights for Participants, NFA, Safe Harbor, SMB
By Jennifer Stott | Sep 19, 2022
How Do Non-Elective 401(k) Contributions Work?
Sometimes called “profit-sharing plans,” non-elective 401(k)s can be a powerful tool for small businesses to retain good employees, reduce taxes, and help business owners prepare for their own retirement. But…
Blog, Insights for Employers, Insights for Participants, SMB, Solutions for Individuals
By Jennifer Stott | Sep 5, 2022
401(k) vs. SIMPLE IRA: Which is Right for Your Business?
Business owners are often being pulled in different directions. From managing people to setting objectives and key results to finding time to celebrate a milestone, owning a business can be…
Blog, Insights for Employers, SMB
By Jennifer Stott | Aug 18, 2022
The 3 Most Popular Small Business 401(k) Plan Features
401(k) plans aren’t one-size-fits-all. Instead, they’re a fully customizable retirement plan that can be modified to fit the needs of your small business. But, every business is different, and determining…
Blog, Insights for Employers, SMB
By Jennifer Stott | Jul 27, 2022
Are You Ready for Retirement? Most Business Owners Aren’t.
Many business owners may never be able to retire. Like most Americans, small business owners are sometimes underprepared, and haven’t given enough thought to their retirement savings strategy. Your Business…
Blog, Insights for Advisors, Insights for Employers, Insights for Everyone Else, NFA, SMB, Solutions NFA
By Jennifer Stott | Jun 24, 2022
The Future of FinTech: An Automated 401(k) with Live Human Support
FinTech is full of promise. It offers automation to save unfathomable amounts of time and hassle. It provides flexibility to give individuals the freedom to self-manage their accounts in real…