Small Business 401(k)s: A Big Opportunity for Advisors

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Many small business owners still believe starting a 401(k) plan is too costly or complicated. But that’s no longer the case.

State mandates are pushing more employers to act, and SECURE 2.0 tax credits are removing cost as a barrier. This creates a powerful opening for advisors to help clients launch plans with minimal out-of-pocket expense—while earning a flat setup fee in the process.

A little “back-of-the-napkin” math quickly changes how business owners see the cost—and reveals why this opportunity matters for them, their employees, and their long-term financial goals.

Watch our short video for a simple, step-by-step breakdown—and start turning more client conversations into new 401(k) plans.