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Small Plans, Big Opportunities

Aaron Schumm, CEO of portfolio company Vestwell, reviews the market opportunity to serve SME 401(k) plans.  Job growth has been concentrated with small businesses, and 88% of all 401(k) plans have fewer than 100 participants.   

To truly reinvent retirement for the SMB market, technology must come into play. New entrants are uniquely equipped to develop scalable, customizable services at a relatively low cost because they are not beholden to old processes or infrastructure.

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