Closing the Small Business Retirement Gap: Simple 401(k)s with Mark Fowler

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Small business owners often assume a 401(k) is too complicated, too expensive, or only for big companies, but that’s simply not true anymore. Tim sits down with Mark Fowler, Director of Retirement Education at Human Interest, to discuss how technology, tax incentives, and new state mandates have changed the retirement plan landscape for employers. Mark shares why offering a 401(k) isn’t just doable, it’s one of the smartest ways to attract talent, save on taxes, and stay compliant.

Here’s some of what we discuss in this episode:
👤 Mark’s Mission: helping small businesses offer meaningful retirement benefits
🏪 Small Biz Challenges: why owners feel stuck on retirement plans
💼 Why 401(k)s Matter: retention, attraction, and owner retirement advantages
💸 Tax Incentives: credits, deductions & cost-saving opportunities most owners miss
📜 State Mandates: what new laws require and the penalties for ignoring them

Book at Time to Chat: https://www.dyerwealthmanagement.com/...
Website: https://www.dyerwealthmanagement.com/
Phone: 858-459-3937
Email: [email protected]
Location: La Jolla, CA



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