5 Ways Advisors Can Help Clients Maximize 401(K) Savings

401(k) Day serves as a reminder that advisors can help clients optimize workplace retirement plans by reviewing contribution levels, investment choices and rollover decisions, especially as Fidelity research shows younger generations save at lower rates than baby boomers and Generation X. CFP Board's Guide to Applying the Fiduciary Duty to Rollovers reminds advisors to clarify when they are providing education rather than recommendations and to consider whether any information suggests a rollover may not be in the client's best interests.

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