Small Business 401k Archive

Is Your Business At Risk Because Of A Simple Oversight?

by

Nobody opens a small business with the dream of being a part-time bookkeeper. Unless, of course, your business is bookkeeping! Same with tax-filing deadlines and the myriad legal and insurance issues that can pop up in any industry. You probably started your business because you love caring for your patients or building beautiful homes. Maybe… Continue reading

 

If Your Small Business 401(k) Is More Than a Year Old, Time to Take a Hard Look

by

Running a business is tough even in normal times, and 2020 was far from normal.  Nevertheless, over the coming months things should slowly return to at least semi-normal. The routine of making payroll and keeping the books will return, too. Probably the last thing on your mind is your 401(k) plan. The stock market is… Continue reading

 

Three New Years Resolutions for 401(k) Plan Sponsors

by

Most 401(k) plan sponsors are finishing out the year with an eye towards how they can drive improvements to their plans in 2021 and boost outcomes for plan participants. In that spirit, 401(k) Specialist Magazine has developed a list of three New Years Resolutions for 401(k) plan sponsors that includes the end of automatic cash-outs,… Continue reading

 

Congress Wants More Small Businesses to Offer 401(k) Plans. The Market Is One Step Ahead.

by

At the start of 2020, Congress made it easier for small businesses to offer 401(k) retirement plans to their employees. That’s a relief. Participation in 401(k) plans is far too low. Just 60% of workers have access to a 401(k). Even then, only 42% of workers participate. The law, known as the SECURE Act, is… Continue reading

 

No, Your 401(k) is Not in Jeopardy because Joe Biden Won

by

His many comments to the contrary, the stock market is NOT going to crash and your 401K is not in jeopardy because Donald Trump lost the presidential election. Despite being one of the several claims made by Trump over the past several months, a host of financial experts and analysts say that’s simply not true.… Continue reading

 

Retirement Industry People Moves: Rebalance Names Retirement Services Vice President

by

Rebalance has added Amanda Thurman to the team as Vice President, Retirement Services.  In her role as Vice President, Retirement Services, Thurman will be responsible for growing Rebalance’s small business retirement services programs. The company’s flagship retirement product, Better K, was designed to dramatically improve 401(k) options for small business owners and their employees, to which Thurman will… Continue reading

 

Rebalance Builds 401(k) Product Aimed at Small Businesses

by

Investment firm Rebalance has launched Better K, a 401(k) product designed to take the firm’s approach to wealth management and apply it to retirement planning for small business owners and their employees. Better K provides each plan participant an investment strategy based on his own, personal needs. Each participant is provided a personalized risk assessment, and… Continue reading

 

Rebalance Announces Formation of Dental Advisory Board, Accelerating Its 401(k) Practice to Offer Better Retirement Solutions for Dentists

by

Bethesda, MD –  September 10, 2020 – Rebalance, a mission-driven investment firm committed to making premium financial management services affordable and accessible to everyday investors, has announced the formation of its inaugural dental advisory board.  The Rebalance Dental Advisory Board will provide critical insights into the distinct retirement needs of the dental community, with the… Continue reading

 

Rebalance’s Better K Launch Highlights How 401(k) Admin is Changing

by

In just the past week, three companies of widely varying sizes introduced new products aimed at the retirement market, demonstrating the growing trends of personalized financial planning and providing capabilities (and pricing) previously reserved for larger 401k plans. Innovation in the retirement industry continues to make strides in providing increased access to tools designed to… Continue reading