The Three Mega Trends Shaping 401(k) Plans for Small Businesses

The Three Mega Trends Shaping 401(k) Plans for Small Businesses

The landscape of retirement planning for small businesses is undergoing a transformative shift, driven by three megatrends that intersect and create unprecedented opportunities.   From significant tax incentives to state mandates and the ever-intensifying war for...
Qualified Plans Explained: IRA vs. 401(k) for Small Business Owners

Qualified Plans Explained: IRA vs. 401(k) for Small Business Owners

Navigating the realm of retirement planning can be a daunting task for small business owners, especially when faced with the choice between Individual Retirement Accounts (IRAs) and 401(k) plans.   In this guide, we aim to demystify the complexities, providing clarity...
Navigating the Secure 2.0 Act: A Guide for Small Business Owners

Navigating the Secure 2.0 Act: A Guide for Small Business Owners

In the dynamic landscape of small business ownership, staying abreast of legislative changes is crucial. One such groundbreaking development is the Secure 2.0 Act, ushering in a new era of possibilities for small business owners looking to provide 401(k) plans.   In...