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Cogent Reports’ latest analysis of the DC plan adviser industry shows most advisers touching this space still manage only a handful of plans—while those with more plans are growing much faster than the average firm.
A lot is happening to open the doors for small businesses to offer retirement plans to employees; advisers have new opportunities and challenges as a result.
The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan is increased from $18,500 to $19,000.
Nearly half of adults surveyed by Charles Schwab think that robo advice is the technology that will have the biggest impact on financial services.