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RIAs stay the course in holding Schwab to its promise of an RIA-in-charge 401(k) plan with a promising result

Only when RIAs proved they'd only take 'yes' for an answer on open architecture and themselves installed as fiduciaries did their San Francisco-based custodian yield with just a minor Morningstar contingency

Author Lisa Shidler November 3, 2015 at 8:07 PM
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Rick Meigs: We need Schwab in the marketplace and this is a very positive move for Schwab.

401(k) Stories

Robert McHeffey

Robert McHeffey

November 23, 2015 — 7:49 PM

I strongly suggest looking at InvestnRetire


Ask for a Fee disclosure and comparison report generated as a .pdf file.

Very Eye-Opening!!!!

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April 30, 2019 at 5:25 PM

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