House Passes Small Entity Update Act to Evaluate Size Cutoff for Advisories
The bill would require the SEC to study and update its definition of ‘small entity,’ which could significantly impact independent...
Tag: SMB
The PLANADVISER Interview: Aaron Schumm, Vestwell Founder and CEO
The head of the digital 401(k) provider talks about the firm’s dual strategy of arming the private sector—financial advisers—and the...
WTW Announces PEP With Eye Toward Increased Plan Outsourcing
The global retirement plan advisory is using its expertise with multi-employer plans in the U.K. to the U.S. market as...
BlackRock Invests in Small Business 401(k) Provider Human Interest
BlackRock’s investment comes on the heels of retirement legislation designed to increase retirement plan coverage by small businesses.
Fintech SMB Plan Providers Saw Growth in ’22 On Low-Fees, State Mandates
Firms offering low-cost smaller company retirement plans say business is booming despite market volatility, but opinions are mixed on how...
Small and Medium Businesses Driving NQDC Plan Growth
Small-to-medium-sized businesses are increasingly turning to nonqualified deferred compensation plans amid a competitive market, according to data and industry players.