67% of Women- and Minority-Owned Small Businesses Expect Revenue Gains | PLANADVISER

[ad_1] Among women- and minority-owned small-business owners, 67% anticipate revenue growth over the next 12 months despite the ongoing impacts of inflation and high operating costs, according to Bank of…

Guideline Launches Starter 401(k) Retirement Plan for Small Businesses | PLANADVISER

[ad_1] Guideline Inc. announced a new plan, Starter, built to support businesses offering a 401(k) for the first time. Starter builds on the legislation in the SECURE 2.0 Act of…

Transamerica Renews Small Business Retirement Plan Campaign | PLANADVISER

[ad_1] Transamerica Corp. announced that, as of September 1, it will be making a renewed push to earn small business retirement plan clients with an advertising campaign called 401(k)ares that…

UBS Financial Advisors in Southern California Named to the Forbes Best-in-State Wealth Advisors, Forbes Top Women Wealth Advisors Best-in-State, and PLANADVISER Top Retirement Plan Advisers Lists

[ad_1] SAN DIEGO & NEWPORT BEACH, Calif. & IRVINE, Calif.–(BUSINESS WIRE)–Jun 6, 2023– UBS announced today that more than 30 financial advisors in the Southern California region of the firm’s…

As SECURE 2.0 Changes Loom, Plan Sponsors Need Prep, Advice | PLANADVISER

[ad_1] The sheer size of the Secure 2.0 ACT OF 2022, which has more than 90 provisions impacting workplace retirement plans, can make compliance feel overwhelming for many plan sponsors.…