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Your Business Needs an Exit Strategy. Here are 4 Things to Consider
Wednesday, July 3, 2024 Intuit for Retirement

Your Business Needs an Exit Strategy. Here are 4 Things to Consider

 Creating a succession plan can be confusing, complex, and emotional as you consider leaving behind the business you’ve worked hard to create. Nonetheless, creating a succession plan or exit strategy is vital for you, your team, and your clients.
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Guide
9 Easy Ways to Encourage High Participation Rates in Your Small Business 401(k) Plan
Tuesday, May 2, 2023 Ubiquity Retirement

9 Easy Ways to Encourage High Participation Rates in Your Small Business 401(k) Plan

 Discover how small business owners can encourage high participation in their 401(k) plans.
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Guide
A Small Business Owner's Guide to the California State Mandate
Wednesday, June 22, 2022 Ubiquity Retirement

A Small Business Owner's Guide to the California State Mandate

 The CalSavers deadline is June 30, 2022! Employers in California with five or more California employees aged 18+ will need to offer a retirement plan or default to the state-run program must comply or face penalties. Download the guide to learn more.
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