December 18, 2023
Blog, Insights for Advisors, Insights for Employers, Insights for Everyone Else, Secure Choice
OregonSaves, the country’s first state-mandated Secure Choice retirement plan, celebrated its sixth birthday in 2023. No need for a gift — it already has $200 million! This money is, of…
December 11, 2023
Blog, Insights for Employers, Insights for Everyone Else
If you’re thinking about sponsoring a 401(k) plan at your company, you should know about ERISA bonds. ERISA bonds are required for almost all 401(k) plans. And while they are…
December 4, 2023
Insights for Employers, Insights for Everyone Else, NFA, SMB
Whether you look at paying taxes as part of your civic duty as an entrepreneur in America or as a distasteful requirement of doing business in the U.S. (or you’re…
July 17, 2023
Blog, Insights for Employers, Insights for Everyone Else, NFA, SMB, Solutions NFA, Solutions SMB
If you’re a small-business owner wrestling with the decision about whether to offer your employees a 401(k) plan, we have some good news for you — some of the benefits…
May 29, 2023
Blog, Insights for Everyone Else, NFA, Solutions NFA
Fintech — or financial technology — has made great strides in automating functions for businesses, saving them time, money and frustration, as well as reducing the number of — and…
May 15, 2023
Blog, Insights for Employers, Insights for Everyone Else, Safe Harbor, SMB
If you’re a small-business owner thinking of offering a 401(k) plan to your employees, you may want to consider a Safe Harbor plan. Safe Harbor plans have some distinct advantages…