How Fintech Solutions Help Accountants Help Their Clients
Small business owners may rely on their accountant or bookkeeper to provide the advice they need for finding a 401(k) company to partner with.
Why Safe Harbor 401(k) Plans Are so Popular with Small Businesses
Safe Harbor plans have some distinct advantages over traditional 401(k) plans and may be especially attractive to small businesses.
How Financial Advisors Choose a 401(k) Company
Retirement plan advisors, who work with 401(k) companies every day, can show you how to shop like a pro.
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 […]
5 Reasons to Offer a Group 401(k) Plan to Your Organization
A high-quality and low-cost benefit can provide an attractive reason for businesses to join your organization, and to remain as members long term.
Benefits of a 401(k) Plan for Employers
While many employers recognize the apparent costs and benefits that impact their bottom line, some of the other impacts aren’t as easy to measure.
How Do Non-Elective 401(k) Contributions Work?
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.
The Future of FinTech: An Automated 401(k) with Live Human Support
When questions arise, automated support is rarely an ideal solution for end users. The best fintech providers understand this problem.
How a 401(k) Reduces Your Taxes
A 401(k) comes with various benefits, from tax deductions and credits to increased employee retention and satisfaction.
How Modern 401(k) Providers Eliminate Complexity
The new generation of retirement plans streamline the process to eliminate most of these steps, saving not just hours or days, but potentially weeks of time and hassle.