Roughly half of America’s workforce lacks access to a retirement plan—and the majority of employers not offering plans are small businesses. According to the U.S. Census Bureau and the U.S. Small ...

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 ...

This is a familiar story among entrepreneurs. Having bootstrapped your business and reinvested everything to scale, you’re in your 40s or 50s with little retirement savings. Don’t worry, you’re not ...

More than 40% of eligible small business employees do not participate in their retirement plans, according to a study by Vanguard. The assets in small business retirement plans grew to an average of ...

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 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,” ...

Business owners pose a unique challenge for financial advisors when it comes to retirement planning. With their often highly concentrated wealth and entrepreneurial mindsets, business owners don't fit ...

Stuart Robertson is the CEO and President of ShareBuilder 401k, a technology-forward 401(k) provider for small- to mid-sized companies. For the small-business owner, the company is often more than a ...

Having a small business doesn't have to mean sacrificing the ability to offer workforces a complete retirement package. According to a 2024 study by the Employee Benefit Research Institute, only 38% ...

New Ubiquity Retirement + Savings survey of 1,000 small business employers finds 94% say retirement plans boost retention, yet many are still catching up on SECURE 2.0 and state mandates SAN FRANCISCO ...

Listen and subscribe to Decoding Retirement on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. Gen X business owners are "scrappy, independent folks," but that grit comes with a ...

Explore the differences between SEP and Keogh plans, designed for small business owners seeking higher retirement ...