The Workplace Retirement Plan Portal is intended to automate setup of simplified employee pension plans and other individual retirement accounts. Fintech provider IRALogix Inc. has launched Workplace ...

A Capital Group report reveals generational and gender disparities in small-business retirement plan readiness. Millennials prioritize retirement plans more than Gen X, while women face more barriers ...

A new study from Capital Group highlights a generational divide among US small business owners when it comes to offering retirement plans, with millennial entrepreneurs leading the way in prioritizing ...

As a wave of state-level retirement mandates quietly rolls out across the country, most small businesses aren’t prepared. More than 30 states have proposed mandates that would require small businesses ...

SEATTLE--(BUSINESS WIRE)--An independent survey commissioned by ShareBuilder 401k, a leading digital 401(k) provider specializing in low-cost, all-ETF retirement products and resources for small- to ...

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,” ...

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 ...

According to a 2024 study by the Employee Benefit Research Institute, only 38% of small businesses offered retirement plans, with many of the organizations choosing to opt out due to cost, complexity ...

For the right client, these plans can build substantial retirement wealth quickly while offering tax advantages.

This is a familiar story among entrepreneurs. Having bootstrapped your business and reinvested everything to scale, you’re in your 40s or 50s with little retirement savings. Don’t worry, you’re not ...

Key Points Small businesses represent 43.5% of US GDP and over 99% of total US businesses. Business owners can deduct 401(k) ...

Roughly one-third of private-sector workers lack access to a workplace retirement savings plan. One of the primary reasons for that shortage is that smaller businesses are much less likely than larger ...