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 SIMPLE IRA plan to a Transamerica option.
Congress Says It Will Fix at Least 4 Errors in SECURE 2.0
The errors include the startup credit, RMD, SIMPLE IRA plans and Roth catch-ups.
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 and social media rather than financial professionals, according to Capital Group.
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.
House Committee Unanimously Approves Bill Requiring SEC to Study Size Cutoff for Advisory Firms
The Small Entity Update Act requires the SEC to revisit the ‘small entity’ definition of advisory firms every five years.
Democrats Suggest SEC Should Reform Scope 3 Climate Disclosure Proposal
Scope 3 disclosure requirements are losing support in Congress.
Envestnet Data & Analytics Plans to Enhance Access to Financial Data, Improve Financial Wellness
Envestnet seeks to make it easier for customers to connect, grow, protect and manage the financial wellness of their business all in one place.
2021 Practice Progress Webinar: SEPs, SIMPLEs and More
Join us Tuesday July 13 at 2 p.m. EST for the next edition of the 2021 Practice Progress webinar series, focused on the topic of growing your practice (efficiently and profitably) with small clients.
ShareBuilder 401k Announces Fee Wavier Program
The firm says it is waiving set-up fees on all of its 401(k) plans through December 22.
Ascensus Maps the Pros and Cons of Advising Small DC Plans
A lot is happening to open the doors for small businesses to offer retirement plans to employees; advisers have new opportunities and challenges as a result.