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Financial Advisors, Trolling for 401(k) Treasure, Can Look to Congress
Registered Rep
Nov. 8, 2005
Excerpt: Sometime early next year, or perhaps even by year-end, Congress is expected to enact new pension legislation that would make it easier for financial advisors to work with participants in company retirement programs. That advisory relationship, say reps who have worked the 401(k) circuit under today's rules, can lead to IRA rollovers, referrals and the capture of boomer assets.
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