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The new integration will enable advisors to efficiently scale their retirement plan practices and customize their offerings while giving clients the experience they expect.
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“After the passing of [the Secure 2.0 Act], we’ve seen 401(k) solutions increasingly become a priority for small business owners across the United States. This demand, with the right platform in place, creates a natural pathway for our advisor clients to rapidly expand their wealth practices.”
https://www.thinkadvisor.com/2023/03/01/rbc-adds-vestwell-as-exclusive-401k-platform-provider/
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