Mary Beth Franklin: Waiting for rollover money a roll of the dice
Advisers who take over clients' 401(k) decisions early in the game end up capturing the bulk of the dollars later; snooze you lose
I talked to Mike Scarborough, president of Scarborough Capital Management in Annapolis, Md., the other day as I was researching a story about lump sum distributions from pension plans. (You can read all about it in my column in next week's print edition of InvestmentNews). While I was talking to Sca
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