Small business

As this firm founder took stock, he realized his needs had changed over time.

Businesses, particularly small ones, are looking for help to limit liability when sponsoring defined contribution plans.

Buyers and sellers both can benefit from a formula based on the future performance of the business, rather than a metric of current performance.

Revenue numbers take a back seat to cultural and leadership intangibles when selecting a partner who will preserve your firm's value and carry it into the future.

Sounds simple in theory, but when it comes to naming an RIA there are plenty of options to consider.

Severe declines provide the opportunity to review their portfolios and ensure their current plans support their short- and long-term goals.

“Do yourself a favor and start saving early,” an expert says.

Under the Labor Department’s final regulation, firms in different industries will be allowed to establish a joint retirement plan provided they operate in the same state or metropolitan area.

The Labor Department is poised to release a rule that would make it easier for small businesses to establish a multi-employer 401(k) plan for their workers.

Advisors can’t underestimate the emotional toll an exit can impose.