| Minimizing the Loss When Someone Leaves |
| Not surprisingly, good communication is critical throughout the changeover. One firm strives to inform clients in advance when an adviser plans to leave; then it follows up with them directly, afterward, to make sure they are happy.
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| DC Plans Critical for Attracting Millennials |
| Eighty percent of this demographic group prefers to work for a company with a 401(k) plan.
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| Retirement Confidence Lies in Closing Behavioral Gaps |
| A new study suggests 78% of Americans are stressed about their financial future regardless of income, but they can reverse this trend by exhibiting specific behaviors.
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| 401(k) Traders Stayed the Course in 2016 |
| “The rise of assets in target-date funds accounts for some of the light-trading in 401(k)s we saw in 2016,” explains Rob Austin at Aon Hewitt.
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| RIAs Anticipate Another Gainful Year for 2017 |
| With the amount of advances in 2016, RIAs anticipate 2017 to see even more increases—despite rules that lie ahead.
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| ** Editor’s note ** |
| Please be aware, we are transitioning the PLANADVISER newsletters to a new service provider. The new domain will appear as planadviser.strategic-i.com, so please make any necessary adjustments to spam filters, preferred sender lists, etc. Thank you!
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