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As the Number of 401(k) Plans Grows, Why Are RPAs Shrinking?
Fred Barstein in WealthManagement.com 
[Opinion] Dec. 19, 2023 "Specialists or RPAs are racing to provide wealth services while 'dabblers', who realize the value in DC plans, need help sourcing clients and outsourcing fiduciary and administrative services as the coming tsunami of new 401(k) plans activate them, which could mean a surge in PEP formation and growth. Institutional plans will lead the way on retirement income and retail plans will wait and hopefully follow learning what works best providing a clear roadmap." MORE >> |
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