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Report: 'Brother-in-law' dabblers are giving 401(k) ground slowly to specialists in $1.3 trillion market

Some RIAs disagree with Cerulli's pessimism and say DOL is having its effect with small employers seeking real experts to provide 401(k)s to employees

Author Lisa Shidler September 17, 2015 at 6:36 PM
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Bing Waldert: They can go to the guy they trust and just use that person.

401(k) Stories



Related Moves

September 12, 2019 at 10:40 PM


Mentioned in this article:

Cerulli Associates
Consulting Firm
Top Executive: Kurt Cerulli

Sheridan Road Financial
Consulting Firm
Top Executive: Jim O'Shaughnessy

Independent Financial Partners
RIA Serving Other RIAs
Top Executive: William Hamm



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