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Large 401(k) Plans Seek to Retain Retiree Assets
PIMCOLink to more items from this source
Apr. 20, 2021

"Consultants who participated in the survey said approximately three-fourths of 401(K) sponsors prefer to keep participant assets in plan after they enter retirement, up from less than half in 2015. Allowing flexibility in income distribution, adding retirement education/tools and communicating the value of staying in plan, were among the most popular consultant recommendations for plans seeking to hold onto retiree assets."

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