How Offering a 401(k) Saves Employers Money
Research shows that offering a 401(k) plan can save employers money in the long run. We’ll explore the ways in which offering a 401(k) can benefit both employers and employees.
Navigating Market Volatility: 5 Tips for Financial Advisors
As a financial advisor, one of your key responsibilities is to help your clients navigate market volatility and stay on track towards their long-term financial goals.
How Financial Advisors Can Navigate Modern Workplace Trends
The workplace is changing, and forward thinking financial advisors are adapting to meet the needs of today’s employees. Advisors need modern tools and modern ways to reach clientele.
SEP IRA vs. Solo 401(k): Which Is Better for You?
Two popular options for small-business owners and self-employed individuals are the SEP IRA and the solo 401(k), both of which offer a number of benefits and tax advantages.
Get Universal Payroll Integration from 401GO
If you’re a business owner who is looking into offering your employees a 401(k) plan, you will want to find out about the payroll integration capabilities of each plan administrator you’re considering. The right payroll integration services will save your company time and money, plus help keep you in compliance with state and federal laws […]
Maximizing Tax Efficiency in Retirement Planning for Your Clients
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 equally important to focus on maximizing tax efficiency in retirement planning. By doing so, you can help your clients minimize their tax liability and preserve […]
Let Our Portfolio Builder Be Your Guide
Our automated guided portfolio builder can quickly assist users in making the types of selections they may not be comfortable making on their own.
Understanding Roth and Traditional 401(k) Contributions
There are two main types: traditional 401(k)s and Roth 401(k)s. Each has its unique advantages, similarities, and differences.
SECURE 2.0: The Highlights You Need to Know
We’ll highlight what changes are immediately effective, what is on its way, and the future landscape we can expect from the recent SECURE 2.0 Act.
5 Myths About Small Business 401(k)s
401(k) plans can be an excellent way to attract and retain employees, and they don’t have to be expensive, complicated, or time-consuming.