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As innocent as the request or offer of their "favor" to just look at the investment options on the 401k plan could been, involved . plan participant is not well met. What is the cost of the "free" advice if it is never monitored perhaps mentioned ever again? For the plan participant involved in volunteer work, consider a persons vision you share with charitable services you have provided ~ after the fact. I would not a bit surprised to hear you say: "well. will need to I?" Yet, how could it possibly be you believe your broker will give your 401k plan an extra thought?
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