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 and wealth management adviser network.
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 several areas.
Why a Regional Bank Feels Well-Positioned for Small-Plan Success
Lessons From One Adviser’s Small-Plan Experience
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 and that they can’t afford a match.
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 businesses.
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 backed by Empower.
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
Effectively Serving Small Solutions
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.
Majority of Small Business Owners Feel Unprepared to Make Benefit Decisions
While more than half view retirement benefits as a “must have,” they are unprepared to make selections and could use the help of an adviser, Lincoln Financial Group says.
The Future Open-MEP Market
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.
Will 2019 Bring Solution to Small Business Coverage Gap?
Even as large employers embrace cutting edge features in their retirement plans, LIMRA data shows small businesses continue to struggle when it comes to offering even basic retirement benefits.