In Search of True Financial Wellness? Managed Accounts May Be the Retirement Readiness Answer
By: Mike Chard. Getting a handle on genuine financial wellness, and in particular on your plan participants’ budgeting, is key to freeing up sufficient amounts to grow their 401(k) accounts and ultimately achieve retirement readiness. If a holistic view of one’s financial position is critical to achieving this, and I believe it is, including managed accounts within a financial wellness program may be key to providing effective support in pursuit of such goals.
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