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America's Biggest 401(k) Adviser Has a Plan to Manage All of Your Money
Bloomberg
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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