The Tax Benefits of Retirement Plans

Jennifer Stott

Solutions SMB, Insights for Employers, SMB, Taxes

Most people know that socking money away in a 401(k) is a good strategy for helping to ensure a more secure retirement. But not everyone understands the tax benefits involved…

Are Small Businesses Required to Provide a 401(k) Match?

Jennifer Stott

Insights for Employers, Blog, SMB

As a small-business owner, if you’re thinking about sponsoring a 401(k) plan, you may wonder about a company match. Are small businesses required to offer a 401(k) match, or is…

Is Offering a 401(k) Mandatory?

Jeff Edmonds


Many small-business owners have had high anxiety over 401(k) plans since 2017 when Oregon became the first state to mandate offering retirement accounts to employees. Small-business owners are worried they…

Strategies to Supercharge Your IRA & Maximize Returns

Alex Sirstins

Participants, Insights for Employers, Insights for Participants

Saving for retirement is a race, and you don’t want to fall behind into that group of slackers at the back of the pack. If you think it’s all about…

How to Build a Retirement Portfolio

Nate Beck

Insights for Participants, Participants

We think it’s safe to say that the average working person in the U.S. doesn’t know a great deal about investing. Not only that, but the topic can even provoke…

Is It Time for Your Small Business to Offer a 401(k)?

Dillon Hunt

SMB, Insights for Employers

You have a lot to consider when you’re thinking about starting a 401(k) at your small business. It’s a big step to take, and you want to make sure you’re…