Clients enrolled in private-sector defined benefit plans are a rarity these days for Sidney Franks, CFP, a principal at Highbridge Financial Group, a financial planning firm in Tarrytown, N.Y.
After Pension Protection Act rules take effect in 2012, and prompt many defined benefit plan sponsors to terminate plans, Highbridge and other financial planners might see a substantial uptick in questions from American investors on how to manage those assets.
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