Insights for Everyone Else

Insights for Advisors, Insights for Employers, Insights for Everyone Else

Most technological advances are incremental, with new products offering small improvements over those that preceded them. Rarely does a new entrant go to market with a solution that represents an…

Insights for Everyone Else, Insights for Employers

I live in the San Francisco Bay area and that means I’m immersed in startup culture. When startup founders learn that I work for 401GO, they often comment that they…

Insights for Everyone Else

I learned an important lesson during my years working for payroll companies, which is that B2B firms can really benefit from partnering together to offer a greater range of solutions…

Insights for Employers, Insights for Everyone Else, Safe Harbor

You’ll hear a lot about Safe Harbor 401(k) plans this month, and with good reason. They are a valuable option, and the one that around 80% of small businesses choose.…

Insights for Employers, Insights for Everyone Else

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…

Blog, Insights for Advisors, Insights for Employers, Insights for Everyone Else, Secure Choice

OregonSaves, the country’s first state-mandated Secure Choice retirement plan, celebrated its sixth birthday in 2023. No need for a gift — it already has $200 million! This money is, of…