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2 Partnerships Expand Plan Accessibility, Geographic Reach
Vestwell’s retirement platform will be available to advisers across M Financial’s member firm network, while Strongpoint and Bates & Co....
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The Standard’s PEP Assets Surpass $5B
According to data from PLANSPONSOR, pooled employer plans held $34 billion in assets at the end of 2025.
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ASPPA Announces Qualified Pooled Plan Professional Credential
The American Society of Pension Professionals and Actuaries designation is designed for plan administrators, recordkeepers and advisers.

