401(k) Plans for Small Business

As a part of my service to individuals and small businesses offering 401k retirement benefits, I have developed a network of strategic vendors.  These are people who I rely on to provide timely [...]

The Coronavirus Aid Relief and Economic Security (CARES) Act is a significant piece of legislation representing nearly $2 trillion in support for individuals and businesses.  This is a massive [...]

The Federal Government has made it a public policy to make 401ks one of the safest places to hold money as retirement assets. What is the key feature that makes 401ks the safest places to hold [...]

Tax Advantages of a 401k A 401k has numerous tax features that make it a powerful structure to hold retirement assets.  If taxes rise in the future to pay for the current level of stimulus [...]

These unusual and unprecedented times have left many of us reeling – there is no place we haven’t felt the impact of coronavirus. It is affecting how we live our daily lives, both in our person [...]

SECURE Act Tax Rules While major legislative tax changes rarely occur, we have had several in the last few years. After being approved in the House in the summer of 2019, the SECURE Act finally [...]

BlackRock Is Now Emphasizing ESG Criteria Last week, BlackRock CEO Larry Fink announced that his firm has made a dramatic change in investment philosophy and now will be emphasizing [...]

In a recent research white paper, Empower Institute asks a simple question:  “Are retirement savers really facing a crisis?”  Empower argues that the answer to this question is, emphatically, [...]

Multiple Employer Plans (MEPs) have been recently touted as a recent legislative success to help small businesses start 401k plans. And while we support any policies that help increase access and [...]

From healthcare to profit-sharing, there’s a wide range of benefits you can offer your employees. But there’s a reason why employees particularly love the small business 401(k) offering. It’s [...]