“Solo 401(k)” is a marketing term used for a 401(k) plan that is adopted by a sole proprietor or an incorporated business with no employees other than the owner. These plans offer a greater ...

In 2024, Transamerica launched its DWC 401(k) Pooled Plan Solutions, designed to streamline retirement plan management for businesses, while WTW launched LifeSight PEP to leverage WTW’s global ...

For advocates of the 401 (k) retirement plan, there is good news: About 70% of America’s private-sector employees are now ...

Many small business owners plan on retiring over the next several years but have 80% of their wealth tied up in their companies.

A Solo 401(k) – sometimes called an individual 401(k) or self-employed 401(k) – is designed specifically for small business owners ... your retirement savings plan. Even if you've already ...

“This is a very positive response from DC plan advisers because the SECURE 2.0 opportunity is helping establish small, new ...

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Effective January 1, the SECURE 2.0 Act makes part-time employees who have met service criteria eligible for ...

FUSE surveyed advisors with 10 or more DC plan clients and found that 59% expect SECURE 2.0 provisions to increase their revenues by 1% to 10% by the end of 2025. Only 9% of specialist plan advisors ...

finance professor at Creighton University’s Heider College of Business. Here’s how to check if your 401(k) plan is too conservative and what you can do to fix it. What is a conservative 401(k ...