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DailyVest and GuidedChoice Partnership Embodies Plan Health Trends
Corporate Insight 
July 19, 2018 "At the start of 2017, 40% of firms within the Retirement Plan Monitor -- Institutional coverage set offered some sort of plan health tool.... Today, 73% of RPM-I firms offer a plan health tool or provide plan-health-specific data on plan sponsor sites. Firms looking to offer these resources often look to third-party vendors, such as fintech and analytics provider DailyVest, to integrate established platforms rather than build proprietary ones." MORE >> |
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