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Margarida Correia is a former associate editor of the Employee Benefits Group and of Bank Investment Consultant.
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There's value in having money in one place, but some 401(k) rules make rollovers more trouble than they're worth.
If wealth management clients have children who are recent college graduates, pointing them in the right direction on their first 401(k)s helps build strong connections with two generations.
Inclusive benefit design builds trust, drives preventive utilization and replaces reactive cost-shifting with proactive value creation.
Employers and new policies are helping drive wider adoption of health savings accounts, as premiums and out-of-pocket costs rise.
The key to success is to trade in-person meetings for a virtual approach, texts over emails, avoid starting on a Monday, shorten the window and skip 1/1 effective dates.
