Although the SECURE Act became law more than a year ago, many small business owners still aren’t aware of the multitude of ways that it rewards small businesses that make easy for their employees to save for retirement. First and… Continue reading →

If you don’t feel that you have the in-depth financial knowledge necessary to manage your company’s 401(k) portfolio, you aren’t alone. According to a Charles Schwab survey, 52% of 401(k) plan managers indicated they don’t have the time, interest or… Continue reading →

Along with the entire Rebalance Better K team, I have long been wary of a “set it and forget it” strategy when it comes to 401(k) management. The reason for this is simple: life changes, the world changes, and your… Continue reading →

As a nation we’ve become hyper-aware of pricing on nearly everything. Before, if you were interested in a pair of new sneakers or tires for your car, you could shop around but only at the cost of your time and,… Continue reading →

Brand new to the 401(k) marketplace as of January 1 2021, Pooled Employer Plans (commonly referred to as PEPs) are made possible thanks to the SECURE Act. PEPs allow unrelated employers to “pool” together, along with other employers (traditionally small… Continue reading →

Many business owners think about their 401(k) advisor as primarily focused on investment selection — which funds to buy and why, like a stockbroker might do. They tend to miss the rest of the iceberg under the water: administrative tasks,… Continue reading →

The pandemic year has a been a hard one for otherwise diligent savers and investors. Some of your employees may have opted to take out loans from their 401(k) plan to cover expenses. It’s important as a plan provider to… Continue reading →

Every year at tax time, your CPA goes over your company books, prepares your personal return and — after a few weeks of grinding — hands you something to sign. Ever think about what your signature means on a tax… Continue reading →

How would you rate your investment savvy? Many business owners enjoy buying and selling stocks for fun, but few properly account for their true performance over time. Now think about your employees’ 401(k) savings. Are you ready to personally make… Continue reading →