Small Business

We strongly believe that participants build the most wealth and have the greatest returns over time by coming up with a strategy and investment risk profile that they can maintain in both up and [...]

Since early spring, the coronavirus pandemic has shut down much of the US economy as we have traditionally known it. As a result, some individuals permanently or temporarily lost their jobs, some [...]

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 [...]

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 [...]

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 passed the Senate and [...]

Almost all of my clients want to do more about climate change. They are sick and tired of watching devastating fires burn wild swathes of land and burning homes here in Washington State and [...]

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 [...]

Many small businesses are struggling to decide what benefits they should offer their employees. Too often business owners feel that they can’t afford benefits or that the pros of offering a [...]