Recently, we wrote about what we consider best practice for our clients in terms of 401(k) plan design, such as offering a Roth 401(k), the advantages of a Safe Harbor design, and more. For small businesses, however, there is another… Continue reading →

Small-business 401(k) plans face a lot of specific issues and challenges that don’t necessarily impact
larger retirement plans. Continue reading →

Retirement plan mergers have changed the face of the 401(k) market, and not necessarily in favor of business owners. There were once a small number of big names in retirement, leading players who were record keepers for thousands of companies… Continue reading →

Business owners often adopt best practices when it comes to a new product or service. They should take the same approach toward small business retirement plan design. It’s easy to assume that all plans are the same. They are not.… Continue reading →

Who reads the fine print? Anyone? Of course not. Not on your new cellular phone and even less when entering any given website full of cat videos. But what about a 401(k) plan at work? You’d think that would deserve… Continue reading →

Employee Participation in BetterK Client Retirement Plans Currently Averages 88% BETHESDA, Md. & PALO ALTO, Calif. Sept. 7, 2022—In recognition of the Plan Sponsor Council of America’s National 401(k) Day, which this year features the theme “Know Your Numbers,” award-winning… Continue reading →

Bethesda, Md. & Palo Alto, Calif. – July 11, 2022 – Award-winning wealth management firm Rebalance is pleased to announce that David Ranney has joined as Vice President of Sales for its premier small business 401(k) offering, Better K. He… Continue reading →

If you’re like many small business owners you probably started a 401(k) plan years ago and, since it’s been running fine, left it well enough alone.  You have a business to run, right? Shopping for a new 401(k) provider probably… Continue reading →

The challenges women face when it comes to retirement are well-documented: They earn less than men, spend more years out of the workforce providing family care, and they live longer. As a result, experts note, women often need help to… Continue reading →