When it comes to small retirement plans, the opportunity for financial professionals is significant. Today, nearly three-quarters of small businesses currently do not offer a retirement plan. But that’s predicted to change—and quickly.

In fact, of the 28 million small businesses in the United States, 10 percent—or 2.8 million—plan to add a retirement plan within the next 12 months alone. And more than 48,000 small retirement plans (>$5 million in assets) are expected to change service providers. This was 90 percent of the total estimated takeover sales activity and a nearly 26 percent increase from the previous year.

Complete your profile to continue reading and get FREE access to BenefitsPRO.com, part of your ALM digital membership.

Your access to unlimited BenefitsPRO.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical BenefitsPRO.com information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events.
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com

Already have an account?



Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

  • Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
  • Exclusive discounts on BenefitsPRO.com and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO

Copyright © 2023 ALM Global, LLC. All Rights Reserved.