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Americans are still reeling from the blows their 401(k) account balances took during the economic crisis, but they may be happy (and surprised) to learn that account balances jumped 31.9 percent last year after taking a 27.8 percent dive in 2008.
A new DOL regulation will ratchet up the scrutiny of bundled 401(k) plan fees. You can help your plan sponsors by guiding them through the pros and cons of bundled vs. unbundled services.
When and how should you take 529 money out? It can make a big difference in how much is left over for those students and their families, especially if the funds are used for purposes beyond higher education expenses.
There’s a window of opportunity for financial advisors to build business: They can use annuities available in 401k plans to help workers with their post-retirement income.