A Capital Group report reveals generational and gender disparities in small-business retirement plan readiness. Millennials prioritize retirement plans more than Gen X, while women face more barriers ...

The assets in small business retirement plans grew to an average of $3.9 million in 2024, up from $2.9 million in 2022, according to Vanguard’s “How America Saves 2025: Small Business Edition,” ...

Business owners often focus on growth and reinvestment-but neglecting retirement planning can be a costly oversight. With 2025 contribution limits increased and new catch-up provisions in place, now ...

More than 40% of eligible small business employees do not participate in their retirement plans, according to a study by Vanguard. The assets in small business retirement plans grew to an average of ...

Advisors integrating retirement plans with wealth management achieve 52% gross margins, outperforming retirement-only ...

As the new year begins, savings have hit unprecedented levels, but rising health care costs and growing poverty make ...

You can save for 30 years and still get retirement wrong. From underestimating medical costs to leaning too much on property ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. Are you worried that you won’t have enough money to last ...

401(k) contribution limits for 2025 are now $23,500, with additional catch-up contributions up to $11,250 for ages 60-63. Solo 401(k)s and SEP IRAs allow business owners to contribute as both employer ...