| Addressing Profitability |
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When plans are no longer cost-effective, there are actions advisers can take.
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| Limited 529 Plan Knowledge Holds Savers (and Advisers) Back |
| Educating people about the plans is important, as a recent Edward Jones survey found that only 29% of Americans know what the purpose of these plans are.
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| Micro Plans Under the Microscope |
| The 2019 PLANADVISER Micro Plan Survey breaks down the types of DC plans offered by small employers across different economic sectors. Also examined is the use of advisers among micro plans, the services provided by those advisers, their fiduciary status, and more.
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