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      Wealth Management

    The retirement plan provider review process can be time-consuming and confusing. Many vendor-provided proposals are heavy on marketing and do not elaborate on the true costs to the plan sponsor as well as the participants.

    Principled Advisors utilizes the 401(k) Exchange kScout recordkeeping benchmarking analytics which enable us to simplify the 401(k) provider selection process. This dramatically reduces the amount of time plan sponsors must allocate to the evaluation of new plan providers.

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