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 ...

The ‘Silver Tsunami’ will see 2.3–3million U.S. baby boomer-owned SMBs change hands over the next decade as retirements ...

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,” ...

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.

Minnesota and Hawaii are joining the growing list of states that require employers without retirement plans to enroll their ...

Small business owners have 401-K options that can lower their corporate taxes and give them a "double-dip" savings.

In 2025, more than 1 million workers saved $2 billion plus toward retirement through state-sponsored automated savings plans. Now, legislation introduced by a Massachusetts congressman would expand ...