401(k) News Continued

Secure 2.0: Wide-Sweeping Retirement Legislation Passed by Congress
by David RanneyAt Rebalance, we strive to make investing and saving for retirement smoother, safer, and easier for our small business owner clients and their employees with our BetterK solution. The recent passage of the new Secure Act 2.0 aims to expand… Continue reading

Your 401(k) Plan Should Come with an Advisor. Here is Why.
by David RanneyRecently, 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

5 Big Issues with Small 401(k) Plans: Rebalance’s David Ranney
by David RanneySmall-business 401(k) plans face a lot of specific issues and challenges that don’t necessarily impact
larger retirement plans. Continue reading

Big Retirement Plan Mergers May Leave Business Owners Holding the Bag
by David RanneyRetirement 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

5 Crucial Elements of Small Business Retirement Plan Design
by David RanneyBusiness 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

Your 401(k) Plan and Risk: Understand the Fine Print
by David RanneyWho 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

401(k) Day Know Your Numbers: Rebalance’s 401(k) Platform BetterK Has Saved Plan Participants up to 50% in Fees Over the Past Two Years
by The Rebalance TeamEmployee 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

David Ranney Brings Over Twenty Years of Experience and Innovation to Workplace Retirement Investing
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

Are Your 401(k) Plan Costs Average? Or Way Out of Line?
by Svetlana KotIf 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