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Reducing the Number of 401(k) Recordkeeper Partners Poses Challenge for Plan Advisers
InvestmentNews; subscription may be required Link to more items from this source
Aug. 1, 2019

"While consolidating their provider roster makes sense, the reality is that few advisers are taking major steps in that direction for practical reasons, and even fewer record keepers are focused on helping. Robos like Vestwell are betting on this trend by trying to facilitate consolidation, but traditional plan advisers are slow to adopt new providers."

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