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Most Pre-Retirees Don't Seek Advice From 401(k) Providers: Cerulli
May 19, 2026 at 01:48 PM
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What You Need To Know
- Forty-five percent of pre-retirees do not have a retirement plan.
- Two-thirds of retirees with a plan reported that they have succeeded in maintaining their pre-retirement style of life.
- Pre-retirees who do not work with an advisor lack confidence in their ability to determine appropriate distributions.
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