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 […]

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. 

Blackhawk Express Delivers Benefits Wherever They are Needed

Back in December of 2008, when small business owners Niasha Hawkins & Lemule Hawkins started trucking company Blackhawk Express, they were in the midst of a journey. Today, it is easy to hear the joy they feel for the growth of their family and their business.

7 Ways Online 401(k) Plans Change the Game For Small Businesses

Modern 401(k) providers are creating a new environment of opportunity for small business owners, HR specialists, and financial advisors. These providers leverage cutting-edge technology explicitly designed to improve participation and significantly reduce the overall risk for owners of small businesses.