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The Latest
corporate roundup 4.14
Corporate Roundup: SEC Names IM Director, CAPTRUST Brings in M&A Leader
UnitedHealthcare 401(k) settlement
Record-Breaking $69 Million Settlement in UnitedHealth 401(k) Case Finalized
Ric Edelman
Ric Edelman Calls for Crypto Allocation of 10%-40%
CFP Board
Online Financial Advice Could Come with Hidden Costs
Browsing Tag

Dream Forward

2 posts
401k chatbot, Dream Forward, Expand Financial
Read More
2 minute read
  • 401(k) Practice
  • 401(k) Products
  • Your 401(k) News

Expand Financial Acquires Dream Forward’s 401k Business

Expand Financial, a Denver-based retirement industry consultant, today announced the closing of its acquisition of fintech startup Dream…
byBrian Anderson
June 11, 2020
AI, chat bot, 401k plan participants
Read More
2 minute read
  • 401(k) Practice
  • Your 401(k) News

New Deal Brings Chatbots to 401k Plan Participants

We’re still in the early stages of using AI/chatbots to help 401k plan participants with basic questions about…
byBrian Anderson
April 23, 2019
  • corporate roundup 4.14

    Corporate Roundup: SEC Names IM Director, CAPTRUST Brings in M&A Leader

  • UnitedHealthcare 401(k) settlement

    Record-Breaking $69 Million Settlement in UnitedHealth 401(k) Case Finalized

  • Ric Edelman

    Ric Edelman Calls for Crypto Allocation of 10%-40%

  • CFP Board

    Online Financial Advice Could Come with Hidden Costs

Featured Industry Articles
  • Boost participant outcomes to help grow your AUM with ICanRetire

  • Pete Welsh and Jeff Thoms of Inspira Financial discuss integrated retirement and health solutions at the 2025 NAPA 401(k) Summit and PSCA Conference.

    Inspira’s Integrated Vision: How Retirement and Health Solutions Are Converging

401k Podcast
  • DOL crypto guidance

    Knut A. Rostad: Why EBSA Crypto Guidance Reversal is ‘Absolutely Awful Decision’

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