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Enhancing Outcomes: The Value an Advisor Brings to K-12 Participant Preparedness and Account Performance in 403(b) Plans (PDF)
AXA Equitable Life Insurance Company 
Oct. 22, 2015 16 pages. "This paper evaluates the impact of financial advisors in the 403(b) experience for plan participants. It also examines the extent to which participants want an advisor option and whether providing that option is beneficial to them. As plans and funds grow increasingly complicated to navigate on one's own, the value of an advisor can be an important service. The results of this study could help participants decide whether they want to work with an advisor or use a do-it-yourself approach." MORE >> |
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