Small Business and Self-Employed Retirement Plan Options Whether you own a small business with a few employees, are self-employed with no employees, are an entrepreneur, or do freelance work, you can establish a retirement plan. There is a plan out there for everyone; it’s just a matter ...
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Patient customer service: Many small business owners haven’t been plan sponsors before, and there’s a lot to learn before offering a workplace retirement plan. For this reason, we included customer service in our testing. What are Some Alternatives to Retirement Plans? Four other providers you...
Establish a qualifying retirement plan:You will need to create a retirement plan that will receive the rollover funds from your old retirement plan. You can pick the plan design that works best for you and your eligible employees. Some ROBS providers will help you design the most suitable plan...
Integration with your other business software and systems The ability to offer health and retirement plan benefits Access to human resources tools, templates, and support Continuous compliance with federal, state, and local laws Reliable, courteous, and knowledgeable customer service ...
Some will have plans that are a better fit than others since they all partner with different insurance providers. Make sure you take the time to walk through your options to ensure everyone gets the coverage they deserve. Lastly, you should also evaluate the provider’s retirement plans, wellne...
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“Spend time looking into the providers reputation and customer support services before making a decision, because they play a role in determining how successful the overall experience will be for everyone involved,” said Bouillon. A great way to test the usability of the PEO platform is to per...