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Friday, September 25, 2026The Morning Brief →Sign in
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Kendra Jeffreys

In PWD coverage since September 25, 2026 · 1 story
PWD coverage
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Vestwell staffs for disclosure; CITs get a distribution specialist

Two finance seats on a retirement platform's board and a one-woman CIT consultancy point at the same shift: the 401(k) business is spending on org charts and files, with the product decisions already made.
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