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ERBI research reveals that asset allocation within a family heads retirement plan seems to be influenced by his or her ownership of other types of retirement plans. But is that merely a coincidence?

By Nevin Adams | Updated on October 01, 2013

Recently, my wife and I sat down with a financial planner to review and update our financial plans. Doing so brought with it a bit of personal trepidation because, being “in the business,” I not only had a working knowledge of what needed to be done, I also had a pretty good sense of what hadn’t been done, and what hadn’t been done the way it should have been done in some time.

As I surrendered copies of the statements from my three separate 401(k) accounts, rollover IRA, traditional IRA, and SEP-IRA, I found myself wondering (again) why I hadn’t gotten around to consolidating some of those accounts.

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