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Vestwell is in and Ascensus is out in Oregon as mushrooming 'force-function' state retirement plans spark heated bids to recordkeep; RIAs are angling for a cut, too

News, Vision & Voice for the Advisory Community States may force millions of small employers to sponsor pensions, buoying VC-backed digital recordkeepers. But RIAs like Fisher Investments are trying to convince small businesses to set up their own 401(k) plans to meet new mandates. December 17, 2020 โ€” 9:34 PM by Lisa Shidler Brookes Note: The pendulum is swinging again in the pension world. Coverage of private-sector employees with workplace retirement plans -- all defined benefit -- was at ...
United States Aaron Schumm Ken Fisher Jason Roberts Aidan Yeaw Scott Smith
Source: riabiz.com

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