Most plan participants either look to their retirement plan providers of their retirement plans for help or simply say they have “no source” for financial advice. (Photo: Shutterstock)
They can have it all—and manage it for employees.
According to a SPARK Institute report conducted by Cerulli Associates, financial wellness programs can open the door for defined contribution recordkeepers.
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Marlene Satter
Marlene Y. Satter has worked in and written about the financial industry for decades.
