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Bridging the Gap: The Convergence of Wealth Management Advisors and Retirement Plan Opportunities
The landscape of financial services is rapidly evolving, especially in the realm of wealth management and retirement plans. A key driver of this evolution is the Secure 2.0 Act, which highlights the growing emphasis on retirement coverage for American workers. This legislative shift presents a significant opportunity for wealth management advisors to venture into the retirement plan space. However, this transition is not without its challenges.
About Freedom Fiduciaries™
A retirement plan consulting firm, who specializes in providing dedicated support to plan sponsors, while acting as a fiduciary
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