Author name: Jon Milliken

WHEN IS THE RIGHT TIME TO EXIT A BUSINESS?

WHEN IS THE RIGHT TIME TO EXIT A BUSINESS?

Build Wealth, Live Financially Well, Retire With Confidence /

Fact: There are over 30 million privately-held businesses (the majority of which are sole-proprietors) in the United States according to a 2019 SBA study1.   Fact: There are almost 60 million people employed by those small businesses (defined as 500 or less employees) in the United States.   Fact: 100% of business owners will exit their business, whether […]

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401K INSIGHTS AND 5 WAYS TO IMPROVE PARTICIPANT ENGAGEMENT

401K INSIGHTS AND 5 WAYS TO IMPROVE PARTICIPANT ENGAGEMENT

Manage My Plan Administration /

What’s interesting to see with Defined Contribution plans today is the continued time and expense dedicated to these benefit arrangements, typically by an executive or the business owner, and very little, if any, time is dedicated to educating the participants about their options within the plan itself. According to a report released by Fidelity in

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