Year-End 401(k) Checklist for Business Owners
The holidays are fast approaching, bringing time spent with family and friends, delicious food, and a chance to put your feet up. Maybe you’re anticipating traveling to a new destination, visiting family or enjoying a cozy staycation. Before you close your laptop for the year, there are a few simple things you should review with […]
Using Technology to Scale 401(k) Business: A Year-End Evaluation for Advisors
As the year winds down, most of us start taking stock of what worked, what didn’t, and where we can put our energy next year. For many financial advisors, the 401(k) side of their practice falls into an odd category. They like the opportunity, but the administrative work that comes with most providers makes it […]