Fiduciary Proposal Comment Period Ends With More Mixed Feedback
The IAA and Morningstar offered conditional support to the Department of Labor’s proposal and the ACLI called for a full...
Tag: small business retirement plans
Transamerica Renews Small Business Retirement Plan Campaign
Starting September 1, the provider will launch a campaign called 401(k)ares that will include an incentive to transfer from a...
Many Small Businesses Cannot Afford Worker Retirement Plans
Monetary concerns outweigh desire to attract and retain employees, according to a new SMB index from Fidelity.
Small Business Owners More Likely to Phone a Friend, Not an Adviser
When asked whose counsel they would seek before setting up an employee retirement plan, small business owners prioritized family, friends...
Do Small Business Owners Need Retirement Advisers Too?
Amassing sufficient retirement income and the impact of taxes on retirement savings are small business owners’ top concerns.
Carson Partners with “Conflict Free” Vestwell on 401(k) Offering
Vestwell will provide financial advisory Carson Group with small and midsize business 401(k) and 403(b) plan programs for its investment...
Transamerica, Smart, and Finhabits Expand Retirement Plan Coverage to Underserved Markets
The service is meant to be an affordable alternative to state-mandated retirement plans.
Equitable Launches Small Business 401(k) Program
Retirement Gateway for Small Business seeks to serve small and startup 401(k) plans by easing demand on plan administrators in...
Why a Regional Bank Feels Well-Positioned for Small-Plan Success
‘We, as the fiduciary adviser, can step in and leverage our investment experience and retirement insights to help business owners...
Lessons From One Adviser’s Small-Plan Experience
Small plans—usually the most underserved in the market—have a tremendous need for the expertise of experienced retirement plan advisers.
Why Small Business Owners Often Resist 401(k)s
Two of the reasons most commonly cited by small business owners for not offering a retirement plan are the beliefs that their business is too small to qualify...
Plan Sponsor Interest in Pooled Employer Plans Has Increased
The largest small employers may be the most interested.
CAPTRUST, T. Rowe, NBS Team Up on ‘MEP-PEP Alternative’ for Small Clients
The Direct Fiduciary program aims to allow companies to significantly reduce the amount of time spent managing an individual 401(k) plan by outsourcing administrative and investment fiduciary responsibilities.
RIA Aggregators Aim for Small-Plan Market Expansion
OneDigital and Ascensus recently announced the availability of a ‘co-created small market solution,’ making OneDigital the latest adviser aggregator to launch a DC plan solution targeted at small...
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.
JPMorgan Everyday 401(k) Platform Signifies Micro-Market Competition
SS&C Technologies will act as the underlying recordkeeper for the Everyday 401(k) small-business retirement plan solution, which the firm’s leadership says will complement the existing Retirement Link platform...
Cash Balance Plans On Pause Among Small Businesses
For cash balance plans that were left unfrozen, small business employers may have been able to utilize a PPP loan to fund it.
A New Way to Think About Building a Retirement Planning Practice
What is your closing rate for 401(k) plans? Have you tried offering simpler solutions?
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Effectively Serving Small Solutions
Delivering profitable service to small clients is possible.
HANYS Moves Retirement Services Towards Smaller Market
The firm has worked with larger organizations for the past four decades, but credits the expansion towards a need for more fiduciary resources in the smaller business market.