Help regarding my list
I have a list of about 24,000 names of various mid level executives. Should I discuss their individual investments or their company sponsored plan?
Their 401k is only an option if they're old enough to roll it over. They aren't high enough up in the food chain for you to get the business retirement plan so really it should be based on their age. Over 59.5 should be a rollover conversation considering that's where much of their assets will be.