Articles

retirement

Ask the CFO: Disrupting Retirement: Why 1 in 3 New 401(k) Plans Start With Human Interest with Stan Francom

A 401(k) Is More Than a Benefit: What Business Owners Need to Understand Now

For many business owners, a 401(k) plan sits in the category of things they know they should probably consider but expect to be expensive, complicated, and administratively burdensome.

That perception may be keeping businesses from taking advantage of a tool that can support recruiting, retention, tax planning, and the long-term financial health of both employees and owners.

In this episode of Ask the CFO, I spoke wi…

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Why I Believe Most 401(k) Plans Need More Transparency

When I invited Paul Sippil to join Ask the CFO, I expected an interesting conversation about retirement plans.

What I didn't expect was how many assumptions—even my own—would be challenged.

As CFOs and business owners, we spend a lot of time managing costs that directly affect our organizations. We negotiate health insurance renewals, review vendor contracts, and scrutinize operating expenses.

But when it comes to 401(k) plans, many of us assume that because they're highly regulated, everythi…

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