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Financial Planning > Behavioral Finance

Insurer Publishes Roth Plan Tools

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Hartford Financial Services Group Inc. has developed a collection of educational materials for agents, employers and employees interested in the new Roth 401(k) plans.[@@]

The collection comes with a study guide for agents, which offers a 5-step plan for agents who want to determine whether a Roth 401(k) might be suitable for a particular client.

Other materials include a resource guide for employers, a questionnaire that an agent can use to analyze employers’ needs, and a guide for participants.


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