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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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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.
Unexpected retirement plan fees are forcing some small and midsized employers to reduce matching, cut benefits, or abandon 401(k) offerings, survey says.
The Labor Department is siding with plan sponsors in a growing wave of ERISA lawsuits challenging how forfeited 401(k) funds are used.
Most borrowers use defined contribution plan loans for essential health and housing costs rather than discretionary spending, new EBRI research found.
Mindful of cumbersome rules and the potential for blended-family feuds, advisers can help take the lead on keeping the peace for benefit plan participants.
