There’s a new retirement plan option that’s growing with small businesses. It’s called a pooled employer plan or PEP. PEPs are specifically designed for small-business owners to help their employees ...

Flat-fee 401(k) plans are simple solutions for small-business clients that can help them offer a competitive retirement benefit.

A new study of more than 700 small business owners underscores how strategic financial guidance can give small businesses a competitive edge in today’s talent market and position them for long-term ...

Having a small business doesn't have to mean sacrificing the ability to offer workforces a complete retirement package. According to a 2024 study by the Employee Benefit Research Institute, only 38% ...

Retirement planning is like planting a tree. The best time to do it was years ago, and the second-best time is now.” ...

The best retirement account for a solopreneur will depend primarily on your income level and desired contribution amount.

Statistics show 80% of business owners have the majority of their wealth tied up in their business. Here are 3 financial diversification strategies for the small business owner. Diversification poses ...

The 2006 ShareBuilder Small Business Annual Retirement Trend (SBART) Survey found that 63% of respondents do not offer retirement benefits to their employees and more than half (63%) do not know what ...

Many small business owners (SBOs) have spent decades building something remarkable — a company shaped by their fingerprints on every decision, their values in every interaction and years of sacrifice, ...

Modernizing 401(k) plans to include private equity investments can provide retirement security and build wealth for ...