Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 18th, 2020

2020 PLANADVISER Micro Plan Survey

The micro-plan market, which this survey defines as plans with under $5 million in assets, excels in several areas. For instance, micro plans with between $1 million and $5 million surpassed all plans in providing one-on-one education. Micro-plan sponsors do face challenges, however—for instance, with plan management and cost control. Read more >
Simply Retirement by Principal Offers New Digital 401(k) Solution
For today’s employees focused on making ends meet, saving for retirement can be a challenge. Many don’t have a plan or haven’t saved a fraction of what they’ll likely need to retire comfortably. Principal® has introduced a new solution, Simply Retirement by Principal®, a digital offering designed to make 401(k) plans more accessible to businesses with fewer than 100 employees. Read more >
Small-Plan Governance
Advisers can help with the functions of a committee—even a three-member one. Read more >
Five Tips to Help Grow Your Practice with Small Business Clients
Looking to increase and diversify your revenue? Small business retirement plans can be a good opportunity, but efficiency is key when working with smaller employers. Here are some quick tips for reaching employers who are looking to start a retirement plan. Read more >
Small Business Startup Plan Tax Advantages
Small businesses care about their employees and want to help them retire, but cost can be an issue. The good news is that there may be tax benefits for some of the costs of starting a SEP, SIMPLE IRA, or qualified plan (like a 401(k) or a 403(b)). As always, have your client consult a tax advisor, but tax deductions and credits (which reduce the amount you pay in taxes) are available. Here are some things to consider when setting up a new small business retirement plan: Read more >
2023 Retirement Plan Adviser of the Year Finalists
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Complying With the Custody Rule and the New Custody Proposal
Biden’s First Veto Keeps DOL’s ESG Rule in Place
Sponsored message from Simply Retirement by Principal
To mark the launch of the Simply Retirement small-business plan solution by Principal, we have compiled the accompanying articles and research reports. We hope our coverage helps to demonstrate the need for innovation in the small-business plan space.
What to Know and Do Now About the SECURE Act
There are multiple provisions of the SECURE Act that encourage retirement plan access and greater participation for small business employees.  Read more >
Small-Business Owners Dream (Wrongly) of an Easy Retirement Transition
Small-business owners believe strongly in the value of their businesses, so they are often tempted to reinvest everything into the enterprise, thinking that will be their “retirement plan.” This outlook jeopardizes the retirement security of both the business owners and their employees. Read more >
Small Business Owners Need a Nudge to Offer Retirement Plans
A survey reveals points about which small business owners could be educated to incent them to offer retirement plans for employees and save for retirement themselves. Read more >
Retirement Savings Options for the Micro Market
Advisers share ideas for advisers to help small business owners and those who are self-employed save for retirement. Read more >
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