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According to Sean Murray, Envestnet’s head of retirement, advisors who ignore the explosion of new and small plans due to state mandates, tax credits in SECURE 2.0 and the use of PEPs not only are at risk of missing out as these plans grow but also of losing clients that manage these plans to a retirement plan advisor.
Sean explains how Envestnet is focused on this small plan explosion helping advisors and home offices to simplify the buying process through technology and the use of data.
Fred Barstein is founder and CEO of TRAU, TPSU and 401kTV.
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