Certified Financial Planner Board of Standards Inc.
09/10/2026 | Press release | Archived content
5 Ways Advisors Can Help Clients Maximize 401(K) Savings
401(k) Day serves as a reminder that advisors can help clients optimize workplace retirement plans by reviewing contribution levels, investment choices and rollover decisions, especially as Fidelity research shows younger generations save at lower rates than baby boomers and Generation X. CFP Board's Guide to Applying the Fiduciary Duty to Rollovers reminds advisors to clarify when they are providing education rather than recommendations and to consider whether any information suggests a rollover may not be in the client's best interests.
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Financial PlanningZoe Sagalow September 10, 2026
Certified Financial Planner Board of Standards Inc. published this content on September 10, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on September 17, 2026 at 14:19 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]