• Ascensus
  • Newport
  • FuturePlan
  • Provident Trust

Unlock Growth with Small Business 401(k) Plans

Discover the untapped potential of small business retirement plans and learn how these plans can expand your advisory practice to drive growth.

Unlock Growth with Small Business 401(k) Plans
Key Points
  • Business Sector Growth Opportunities: The rapidly growing small business marketplace presents significant opportunities for advisors to win new business and build long-term relationships.
  • Ancillary Business and Referrals: Working with small business plans allows advisors to reach a wider audience, potentially becoming the personal advisor for employees and their families, and benefiting from word-of-mouth referrals.
  • Increased Total Assets: Small business retirement plans with features like auto enrollment and auto escalation are driving a steady increase in total assets. 
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