Shopping for a 401(k)? Here’s a solid, comprehensive resource designed to help newer, growing businesses simplify that search – and find the right 401(k) on the first try.

Trying to untangle the difference between a 3(16), 3(21), and 3(38) fiduciary? This is a key area of your 401(k) plan that you'll need to understand as you evaluate 401(k) providers.

What does it mean to be a fiduciary? How is a 3(38) fiduciary different from a 3(21)? And honestly, does my plan really need either one? If you’ve been asking yourself these questions, look no further. We asked those (and more) when we sat down with Carol

If you’re looking into a 401(k) financial advisor, you probably want some qualified help navigating your 401(k) investment and asset management. But you probably also have a few questions. What can an advisor do to actually help my business or retirement plan? What are the benefits? Who

Ever found yourself wondering: "am I getting the most out of my 401(k) advisor?" It’s a perfectly valid question. You and your employees pay them a lot of money out of your retirement accounts, so you want to be sure your advisor is providing as much

Business owners often hire their personal wealth manager to manage their firm's retirement plan. Here's what to consider before making the same mistake.

As you focus on growing your small business you may have considered working with a Professional Employer Organization, or PEO. Or you may have already outsourced some tasks to such a group. A PEO is an outside business that handles employee management tasks like payroll and insurance benefits. A PEO

If your small business’s 401(k) is already up and running, you deserve a hearty congratulations. You may have put the plan in place all by yourself and are running the plan solo, without an advisor. According to the Retirement Advisor Council, many small businesses are managing their own

If you are thinking about offering a 401(k), you may think it makes perfect sense to hire your payroll provider to recordkeep and administer the plan. After all, you want to sock away funds for tax deferred investing and you want the same for your employees. But you are

It’s not unusual for small and mid-sized businesses to rely on an outside organization to handle HR needs – a Professional Employer Organization, or PEO. A PEO will usually handle payroll, state and federal employment law compliance, employee onboarding and offboarding, workers comp, and benefits – which sometimes includes the company’