Understandably, there are a lot of terms that can be confusing when it comes to 401ks and other types of retirement plans. You might be wondering: What is vesting? Vesting refers to the amount of ownership employees have over funds that their employers have...
Financial literacy is hard for most people. Knowing all the values and calculations you need is often stressful and more confusing than it should be. We will show you the 13 most useful calculators that will help you develop your financial literacy and achieve...
If you’re here, it means that you’re considering enrolling your business and your employees in retirement plans…and we applaud you for that! We’re happy to see that you’re considering contributing to helping your employees prepare for their future. And we’re even...
Many small- to medium-sized business owners feel that offering a retirement plan may be out of reach, but thanks to the SECURE Act, Pooled Employer Plans (PEPs) have become a game changer in the retirement plan market. PEP tax incentives make it easier for eligible...
A once ubiquitous offering to the American workforce, retirement plans have all but disappeared from the average small business benefits program. However, with the inception of the Pooled Employer Plan (PEP), it is now possible for small and medium-sized business...
SMB Retirement Programs: Pooled Employer Plans 101 According to a survey by Aflac, 75% of employees expect their company to provide a retirement plan as part of their benefits package. Now, if you’re a small business owner looking for ways to attract and retain top...