Blogs & Newsletters
06/02/23

When Swimming in 401(k) Asset Transfer Water: Beware of Sharks

By David Brandolph I expect a 401(k)-type plan customer service call center to be a place to get impartial information about the plan and one’s account. But a recent experience with a center representative has made me question the impartiality of anyone—including such a representative–who recommends transferring plan assets to an IRA, particularly if that […]