WealthStep often refers to “WealthStep 401k” but what if my plan isn’t a 401k?

By
7 years ago

WealthStep refers to the retirement plan participant program as “WealthStep 401k” because most retirement plan users are in 401k plans. For simplicity, and since there are too many different retirement plan types to name, any participant-directed retirement plan can potentially be a “WealthStep 401k” client, and benefit from the tools and advice for participants, and fiduciary advice to the plan sponsor.

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