We recently interviewed Craig Howell, who heads up Business Development for The Online 401(k), which is a recordkeeper focused on plans that are typically 25 employees or smaller.
We talked a lot about the business opportunity for advisors in the small plan space and how they’re trying to make 401ks more compelling for the 90% of businesses that don’t have one. Craig had some great insights on what’s happening in that space. Here they are:
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If you serve the small plan space, what have you found to be the biggest challenges?
