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Investors Call 401(k) Rollovers Stressful; Many Find Decision-Making Difficult


Investors who recently retired or changed jobs say they were stressed and confused when it came time to roll their 401(k)s into other investment vehicles and would have welcomed help from their plan providers, according to a study conducted by consulting firm Spectrem Group.

The study, which is based on interviews with investors who rolled over $100,000 or more in the last two years, found that most of the investors made decisions about their rollovers with limited, if any, input from their current retirement plan providers.