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Articles tagged "Group Plan Systems"

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Jason Roberts: 'We know where the administrative hot spots are.'

ERISA attorney co-founds venture to take advantage of DOL's liberal new pooled 401(k) plan guidelines, a boon for RIAs looking to break into the business

The new San Diego firm will be a TAMP-like unit that gives a way for small companies to get big-plan leverage while still letting RIAs handle the investment advice, says CEO Jason Roberts.

June 23, 2022 at 6:56 PM

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Articles tagged "Group Plan Systems"

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