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Third Time No Charm in 'Forgotten Account' Fantasy
American Retirement Association [ARA] 
[Opinion] Oct. 19, 2025 "For the third time running, an 'analysis' of extrapolated and imputed data and assumptions -- compounded -- claims that roughly 20% of all 401(k) assets are ... forgotten.... Capitalize ... also conclude[s] that 'forgotten and mismanaged 401(k) accounts could end up costing an individual over $500,000 dollars in foregone savings over a career in a worst-case scenario.' In other words, they'd be better off in a low-fee, well-managed account -- like the ones Capitalize ostensibly supports." MORE >> |
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