Being Thoughtful about Retirement Plans

Bill Hortz's picture

"That ongoing search for the right solutions brought us to FinTech companies where we have found superior retirement plan services and tools with lower costs for our clients." - Gary LoDuca, Thoughtful Advisors

Innovating the RFP Process

Bill Hortz's picture

"We brought youth, a fresh perspective, and a “can do” attitude to a process that others before us had just ‘accepted’." Ariana Amplo, InHub

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