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…
May 15, 2023
Blog, Insights for Employers, Insights for Everyone Else, Safe Harbor, SMB
If you’re a small-business owner thinking of offering a 401(k) plan to your employees, you may want to consider a Safe Harbor plan. Safe Harbor plans have some distinct advantages…
April 6, 2023
Blog, FA Partnerships, Insights for Advisors, Insights for Employers, Insights for Everyone Else, SMB
Choosing a retirement benefit provider is a critical and at times challenging endeavor for all businesses, but it’s easier when you know what to look for. Retirement plan advisors, who…
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…
November 2, 2022
Blog, FA Partnerships, Insights for Advisors, Insights for Everyone Else, Solutions FA, Solutions Groups
Business associations, chambers of commerce or any other loosely related organization of businesses can sponsor a group 401(k) plan. A high-quality and low-cost benefit can provide an attractive reason for…