I don’t provide “plan level” 401(k)investment advice; meaning I am not the broker of record for any small business 401(k) plans. In plain language, I don’t sell 401(k) plans to small business owners. My niche is providing investment advice to individual company 401(k)...
A survey conducted by CNBC in conjunction with the Financial Planning Association recently revealed that American small business owners aren’t saving enough for retirement. Information was collected from nearly 200 financial advisors who work with small businesses...
