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Businesses are Buzzing About Employee Financial Wellness In the last four years, the percentage of plans that offer a comprehensive financial wellness program has grown from 16% to 23%. What are the most common employee concerns addressed by financial wellness programs? Getting spending under control (41%) Preparing for retirement (39%) Paying off debt (31%) […]
Keep More of What You Earn by Adopting an Ideal Retirement Plan As a small business owner, there are many plan design options available to help you achieve personal and corporate retirement planning goals. Plan designs range from straight-forward IRA-based arrangements like simplified employee pension (SEP) or savings incentive match plans for employees (SIMPLE) […]
Did you know that small business drives over 95% of the U.S. economy and employs over 60% of the workforce, yet less than half offer their employees a retirement plan1?
By starting a new retirement plan, you have the unique opportunity to start from strength, without legacy headaches and challenges. We have learned a lot since the first 401(k) was introduced nearly 50 years ago