Tag: Defined contribution

Adviser Product Partnerships

Lincoln and BPAS partner on DB offering; UNest and Wealth combine kid investing and estate planning; Welton and iCapital team upon alternative investment offering.

The New Vesting Schedule Debate

Surveys and anecdotal evidence suggest plan sponsors are shortening their plan’s vesting periods, but there remains disagreement in the industry about whether vesting schedules may in fact disappear.