December 4, 2023
Insights for Employers, Insights for Everyone Else, NFA, SMB
Whether you look at paying taxes as part of your civic duty as an entrepreneur in America or as a distasteful requirement of doing business in the U.S. (or you’re…
July 17, 2023
Blog, Insights for Employers, Insights for Everyone Else, NFA, SMB, Solutions NFA, Solutions SMB
If you’re a small-business owner wrestling with the decision about whether to offer your employees a 401(k) plan, we have some good news for you — some of the benefits…
May 29, 2023
Blog, Insights for Everyone Else, NFA, Solutions NFA
Fintech — or financial technology — has made great strides in automating functions for businesses, saving them time, money and frustration, as well as reducing the number of — and…
February 27, 2023
Blog, FA Partnerships, Insights for Advisors, Insights for Everyone Else, NFA
As a financial advisor, one of your key responsibilities is to help your clients plan for a financially secure retirement. In addition to building a robust investment portfolio, it is…
September 19, 2022
Blog, FA Partnerships, Insights for Advisors, Insights for Employers, Insights for Everyone Else, Insights for Participants, NFA, Safe Harbor, SMB
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…
June 24, 2022
Blog, Insights for Advisors, Insights for Employers, Insights for Everyone Else, NFA, SMB, Solutions NFA
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…