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Independent Intelligence on Retirement Assets
Monday, August 24, 2026The Morning Brief →Sign in
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Shane Hanson

In PWD coverage since August 24, 2026 · 1 story
PWD coverage
plans

ParticipantOS turns the plan's payroll feed into engagement

Freedom Fiduciaries' new system reacts to hires and contribution changes as they happen, giving advisors a personal touch at scale without the campaign calendar.
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