Tag: Solo 401(k

Products & Services

July 16th, 2025

JP Morgan Asset Management Adds Solo 401(k) to Product Set

The product, recordkept by Vestwell, is designed for solo entrepreneurs and self-employed individuals who do not have full-time employees.

Data & Research

September 11th, 2024

Nuts & Bolts: Solo 401(k)s and SEP IRAs

What advisers need to know about Solo 401(k)s and SEP IRAs.

Client Service

January 10th, 2020

Retirement Savings Options for the Self-Employed

Advisers share ideas for advisers to help small business owners and those who are self-employed save for retirement.

Events Spotlight

PLANADVISER 360

November 2– 5, 2025
The Westin Kierland, Scottsdale, AZ
The retirement plan advisory industry continues to evolve, both in business structure and in the services provided to sponsors and participants. Advisers need insights and resources to aid them in keeping themselves and their practices relevant. PLANADVISER 360 is a comprehensive, interactive event that provides just those opportunities, all while bringing advisers to a beautiful resort to golf, enjoy the outdoors, swim and spend time with peers.

Industry Intelligence

THOUGHT LEADERSHIP

Retirement plan advisers can help plan sponsors with risk management and plan funding to address changing needs of the workforce, according to an expert from Massachusetts Mutual Life Insurance Company.

Sponsored by MassMutual

THOUGHT LEADERSHIP

How Advisers Can Help Plan Sponsors Navigate Demographic Shifts

Sponsored by MassMutual