Tag: Enrollment participation

Retirement Planning for Business Owner Clients

Many small business owners have only planned for the future insofar as deciding that they will ultimately sell their firms and use the proceeds to finance their retirement; they need expert help from advisers, and so do their employees.

Addressing Plan Leakage with Sidecar Accounts

Bipartisan legislation has been introduced in the Senate to address retirement plan leakage; among the opportunities being discussed by industry stakeholders is the use of “sidecar” emergency savings accounts.

2018 Plan Sponsor of the Year Winners

Get to know the winners of the 2018 Plan Sponsor of the Year awards; their stories can help your retirement plan clients generate new ideas and embrace progressive plan design.