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Vestwell will provide a SMB component to Carson Group’s new Carson Complete 401(k) offering, a program that will allow advisors to seamlessly scale their small and midsize business retirement plan practices.
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“We are thrilled to launch Carson Complete 401(k) and partner with a leader in the advisor-sold small plan market,” said Jamie Hopkins, managing partner of wealth solutions for Carson Group. “We are committed to enhancing our industry-leading advisory offerings and provide advisors with the best solutions in the market to help ensure they’re set up for success.”
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