Quit Using 401(k) Financial Jargon, Once and For All

...The damage an overreliance on financial jargon can do to participant confidence and, by extension, the advisor's business is well-documented.  Still, a new survey brings it (yet again) into start relief.  It might make the advisor sound smart while making the client anxious and overwhelmed, and some argue it's intentional.  If they keep it complicated, consumers think they need advisors to sort it all out...

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