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More than 40% of eligible small business employees do not participate in their retirement plans, according to a study by Vanguard. The assets in small business retirement plans grew to an average of ...

Let’s clear something up right away: just because your 401(k) plan isn’t in the Fortune 500 doesn’t mean you get the Fortune Free Pass. ERISA doesn’t have a small-plan exemption for being “nice” or ...

A financial plan is a comprehensive document that charts a business's monetary objectives and the strategies to achieve them. It encapsulates everything from budgeting and forecasting to investments ...

The assets in small business retirement plans grew to an average of $3.9 million in 2024, up from $2.9 million in 2022, according to Vanguard’s “How America Saves 2025: Small Business Edition,” ...

CHICAGO — Registered investment advisers are the fastest-growing distribution channel for mutual-fund-based small-business 401(k)s. Starting from a small base, they are adding assets at the rate of ...

Roughly half of America’s workforce lacks access to a retirement plan—and the majority of employers not offering plans are small businesses. According to the U.S. Census Bureau and the U.S. Small ...