Advisers and recordkeepers discuss the viability of working in the small plan space amid anticipated growth. In a panel hosted by the National Association of Plan Advisors Tuesday, a group of advisers ...

The expenses paid by the smallest plans have dropped over the years, but they still pay more on a percentage basis than their larger counterparts. New data from the recently released 22nd edition 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 ...

According to findings from Vestwell’s fourth annual Retirement Trends Report, advisors who serve the small plan market expect to see “significant practice growth” in 2023 as both employer and employee ...

Large employers’ retirement plans usually lead the way in terms of plan design and employee participation for several reasons. First, large companies are more likely to offer any plan at all than ...

This week, my colleague Aron Szapiro hit the workplace trifecta. Morningstar launched the research site that Aron heads, Center for Retirement & Policy Studies, which contained a new white paper from ...

The convergence of wealth and retirement at the workplace and the explosion of small 401(k) plans are colliding to create a powerful wave that savvy broker/dealers are riding. Not only are more wealth ...

Retail banks are teaming up with record keepers to launch 401(k) plans for the small businesses they serve. Huntington National Bank, for instance, rolled out a 401(k) plan this month for small ...

One downfall of our retirement saving system is the cost and quality of the plan that you have access to can be significantly dependent on the size of your employer. Small employers have fewer ...