compass with word opportunity Most plan participants either look to their retirement plan providers of their retirement plans for help or simply say they have “no source” for financial advice. (Photo: Shutterstock)

They can have it all—and manage it for employees.

According to a SPARK Institute report conducted by Cerulli Associates, financial wellness programs can open the door for defined contribution recordkeepers.

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Marlene Satter

Marlene Y. Satter has worked in and written about the financial industry for decades.

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