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Advisors vs. Record Keepers: The Fight for DC Plan Participant Assets
Fred Barstein in WealthManagement.com
[Opinion] May 5, 2025 "Convergence is potentially pitting advisors who sold and manage a plan against their record keeper partners. The question is not just who stands to profit the most or is best positioned; the question is what is in the best interest of the participants because of ERISA fiduciary mandates." MORE >> |
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