Want Your 401(k) Plan to Stand Out? Use These Keys.
Retirement benefits are the second most valued employee benefit a company offers, after health insurance. 88% of employees say a 401(k) is a must-have benefit when they’re looking for a job. Employees at large companies are taken care of, with 401(k) plans and executive compensation packages. But what about employees in small companies?
401(k) Setup: What You Need to Know
Before a company can set up a 401(k) plan, some important decisions will need to be made. Are you ready to get started? Navigate through this five-step process.
Getting to Know the SECURE Act
I know that you’re all excited to hear the nitty-gritty details of the Setting Every Community Up for Retirement Act or SECURE Act, and that’s why you’ve found yourself here, reading this.
Shopping for a 401(k)? Ask These Questions.
The vernacular of retirement benefits can sound like a foreign language. And, because the best 401(k) providers vary so much in what they offer and how much they charge, it can be difficult to do a good comparison.
CalSavers: The California Secure Choice Program
The state of California has enacted into law a mandatory retirement plan called CalSavers. This mandate will affect millions of companies with employees in California. Understand the details and implications before making a decision with far-reaching consequences.
401(k) or Secure Choice: The Ultimate Guide
With secure choice plans being offered in more and more states, it’s important to understand enough details to advise clients properly on their best options. Retirement plan decisions can have far-reaching consequences for both employer and employee.
Illinois Secure Choice Program: Pros and Cons
The state of Illinois passed the Illinois Secure Choice Program Act, which became effective in June of 2015. Like many other similar state retirement programs, it mandates that all employers that do not offer a retirement plan to their employees participate in the state plan.
6 Media Resources Every 401(k) Advisor Should Follow
To keep up with changes, and be prepared to best serve clients, 401(k) advisors should find the most up-to-date industry resources available – or let the resources find them!
Dan Beck on Why to Offer a 401(k)
It is crucial to take care of the people that make a startup successful. Benefits like PTO, health insurance and, more specifically for this article, 401(k) plans can help startups to differentiate themselves.
Dan Beck on the Future of Retirement Plans
For the past 40 or so years, 401(k) plans have practically never changed. Today, emerging tech platforms and stock accessibility are driving a more active investment style.