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Seniors in this position may face a tax bill and possibly a penalty if they dip into their 401(k) prematurely, says an expert.

Clients' references to being overwhelmed or dealing with a family member’s memory loss can serve as catalysts.

Experts grappled with the industry's biggest disruptors at the investment information giant's annual conference.

Advisors from rivals Merrill and Wells Fargo will join the firm. “Our recruiting pipeline is robust," an executive says.

Anne-Lise Dorry is the senior director of corporate finance products at the Tax and Accounting business of Thomson Reuters. She is a CPA in the State of New York and holds the equivalent certification in France. She has over 23 years of accounting and auditing experience. Dorry started her career at one of the Big Four accounting firms, first in France, then in New York. She has served clients that prepared financial statements in accordance with US GAAP, IFRS, French GAAP, and statutory accounting principles. Her main areas of expertise include IFRS conversions, business combinations and financing transactions, foreign exchange, international accounting, fair value measurements, and investments. In 2018, she received industry recognition when winning a Gold Award for Female Employee of the Year at the 15th Annual Stevie Awards for Women in Business. Dorry is a graduate from HEC, School of Management (in France).

Taylor Nicole Rogers is a reporter at Employee Benefit News and Employee Benefit Adviser.

Nicole Baxby is an account director at Featurespace.

Steven Rogers is president and CEO of Centripetal.

The S&P 500 bottomed in March 2009, but clients have since seen a huge boost in their retirement savings.