InvestmentNews: 401(k) robo Guideline tries to woo advisers with new service

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Celent have reviewed this profile and believe it to be accurate.
6 August 2018

These so-called robo-record keepers "lift the administrative burden from small firms by streamlining processes and eliminating back office paperwork," said William Trout, a senior analyst at Celent. "Moreover, they are driving down costs to the benefit of both the participant and the small business sponsor."

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News article details

Sector
Securities & Investments, Wealth Management
Media Type
News Articles
Location
Asia-Pacific, EMEA, LATAM, North America