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Protecting Participant Data: Cross-Selling Raises Concern
Multnomah Group; free registration required Link to more items from this source
Nov. 2, 2021

"[T]here are six areas where recordkeeping vendors have tried to monetize their relationship with retirement plans. This plan sponsor guide focuses on ... cross-selling retail financial products. For plan sponsors, it is important to understand how recordkeepers cross-sell retail financial products and what the plan sponsor's obligation is to reduce or eliminate such cross-selling."

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