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Recordkeepers Poised to Sway Mass Affluent 401(k) Savers
401(k) Specialist Link to more items from this source
June 13, 2025

"With the majority of mass-affluent 401(k) participants not working with a financial advisor, a new report from Cerulli finds recordkeepers have an opportunity step in and play a larger role in guiding participant decisions.... According to [the report] recordkeepers should do more to engage with participants by providing prescriptive and actionable recommendations to improve retirement readiness and build relationships."  MORE >>

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