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Written Statement of the Scarborough Group, Inc. to House Oversight Subcommittee (PDF)
The Scarborough Group, Inc.Link to more items from this source
Mar. 5, 2002
Excerpt: We recommend a 90-day holding limit on stock received through a company match; the encouragement of plan sponsors and plan providers to work with independent advice providers; and the passage of legislation which will permit participants to hire an independent retirement planner on a pre-tax basis.... The idea of 'managed accounts' as a service for 401(k) participants has resonated throughout the Defined Contribution industry.

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