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America's Biggest 401(k) Adviser Has a Plan to Manage All of Your Money
Bloomberg Link to more items from this source
Sept. 13, 2016
"Most people go to the doctor for medical advice. Why can't we all get a checkup for our financial health, too? ... Another idea is to get people wide-ranging, soup-to-nuts financial advice the same way they get health insurance -- through their employers.... As useful as managed 401(k) accounts are in helping workers plan for retirement or predict their monthly Social Security check, their scope is limited.... '[F]inancial planning solutions' are the 'next wave of benefits that plan sponsors will seek to offer to employees.' "

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