July 22, 2024
SMB, Insights for Advisors, Insights for Employers, Safe Harbor
While most people consider Labor Day to be the unofficial first day of autumn, those of us in the retirement savings business think the season changes on October 1st: Safe…
March 28, 2024
SMB
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…
March 11, 2024
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…
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…
November 20, 2023
SMB, Insights for Employers
Everyone loves to have a 401(k) plan, but no one wants to do the work that goes into running it. Well, we do, because that’s our job and we love…
October 23, 2023
Blog, Insights for Employers, SMB
As a small-business owner, you may think you know a thing or two about how to retain good employees. But if you were 100% sure, you wouldn’t be reading this.…