Plan Providers Should Encourage Participants To Rollover Assets.

In so many ways, it makes sense.

There are so many issues in advising retirement plan sponsors in your role as a retirement plan provider that you may forget a thing or two that could help your clients and you in the long run. One facet of the business that rarely any providers consider is encouraging plan participants to roll over 401(k) balances from their previous employer plans as well as Individual Retirement Account balances. Many providers don't want the hassle, but there are many reasons why you should consider encouraging plan participants to rollover assets into a 401(k) plan you advise on....