Beyond 401(k) / Small Plans
Client Service
Trends
Compliance
Compliance
Scaling for the Future
A SEP plan or SIMPLE can be a bridge to a traditional DC plan.
Practice Progress: SEPs, SIMPLEs and More: Growing a Practice With Smaller Clients
A PLANADVISER webinar underscored key plan design offerings when working with smaller plan clients.
Employer Plan Growth
State-run plans, PEPs, SIMPLE plans expand access.
For Retirement Security, Cast a Wide (and Cost-Efficient) Net
Only 2% of small business decisionmakers told Millennium Trust that they would be willing to pay an adviser more than $1,000 annually, writes Kevin Boyles, business development director for the firm.
SIMPLE Plan Modernization Act Introduced in Senate
It aims to make SIMPLE plans more accessible among small businesses and would raise the contribution and catch-up limits.
Legislation Would Boost Retirement Plans for Small Businesses
It would raise the contribution limits for SIMPLE plans and modernize form filing requirements.