EPIC Retirement Plan Services
RTD Financial Advisors
ERISA Services, Inc.
Loren D. Stark Company
Kentucky Trust Company
Hochheiser Deutsch & Co, Inc.
Plumbers Local Union No. 1 Benefit Funds
Farmer & Betts, Inc.
Retirement Plan Consultants
Nicholas Pension Consultants
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|401(k) Participants Are Keeping Assets in Plans After Retirement|
BenefitsPro; free registration required
Dec. 15, 2021
"A growing number of retirees are leaving their savings in defined contribution plans -- mainly 401(k)s -- after they have stopped working instead of rolling them over into an outside account. The trend is meaningful for advisors who are fiduciaries and have a potential new pool of client assets to guide. For advisors who charge fees based on assets under management, it raises questions on compensation and conflict of interest[.]"
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