Guideline Hits $15B in AUA on Philosophy of Simplicity, Low Fees
Co-founder and CEO Kevin Busque details the past and present of Guideline as he seeks to keep an early promise...
Tag: Small Plans
Small Businesses Are Growing, But Will That Translate to More 401(k)s?
Small businesses are showing strong growth during this month of celebration for them; it could be a perfect opportunity for...
Envestnet, Empower Launch 401(k) Plan Solution for Financial Advisers
The retirement platform is geared toward wealth managers seeking a plan option and includes four options for providers of target-date...
Maine, Colorado to Partner On State-Sponsored Auto IRA
Maine will join Colorado’s state-sponsored employer retirement plan to reduce costs for savers in both states.
Experts Predict Major Growth in Retirement Coverage, Benefits
By year-end 2026, 88% of employers are projected to provide a defined contribution plan, according to new report from Transamerica.
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.
How Advisers Can Help Smaller Nonprofits
While serving the nonprofit market is comparable to serving small businesses, the market also comes with its unique set of...
Small Plan Fee Considerations
The expenses paid by the smallest plans have dropped over the years, but they still pay more on a percentage...
Compliance News
Legislative and Judicial Actions
The DOL denies general support for private equity; the Supreme Court sends ‘Northwestern’ back to the appeals court; the PBGC...
The Standard Announces New Recordkeeping Solution Aimed at Small Plans
The platform is said to accommodate plan growth without time-consuming conversions.
Small and Mid-Sized Plans Are the Sweet Spot
Twenty-nine percent say they are likely to switch retirement plan providers within the next year.