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The strategy and technology that carries it out creates a different set of forward-looking questions where accurate future projections will become increasingly more important.
Also, Wealthtender launches its Certified Consultant Program, eMoney Advisor integrates with MaxMyInterest, an exec moves from Nitrogen to Docupace and AcreTrader news.
The issue over who owns 401(k) and 403(b) participant data and whether it is a plan asset is one of the hottest debates in the defined contribution industry.
