chalk talk Jul-Aug 2008

Tidal Pulls

The real cost of delivering retirement savings plans

Reported by

Steff C Chalk

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Products

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The AI-powered platform has since been adopted by stakeholders supporting 401(k), 403(b), 457(b) and defined benefit plans.

Data & Research

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Nearly all respondents to a survey said their defined contribution plan helped them consider long-term needs.

Products

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Carta 401(k) provides retirement guidance to high-growth companies using technology from Vestwell and oversight from Morgan Stanley.