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Open multiple-employer plans will make it easier for generalist advisors to prospect and work with small companies on their retirement plans, while the growth of state-mandated automatic IRAs brings new options and complexities to clients’ plans.
Cornerstone Wealth Advisors founder Jon Guyton doesn't just run a financial planning firm that serves retirees, he also conducts retirement research himself.
The state has two bills in play; one would establish an auto IRA program similar to Oregon's, while a second plan would be modeled after Washington's online marketplace.