A retirement plan arrangement where all services—including recordkeeping, administration, investments, and sometimes advisory services—are provided by a single company or through a coordinated group of providers. This can simplify plan management but may limit flexibility in choosing best-in-class providers for each service.
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Bundled Plan
Plan TypesThis site may contain affiliate links. We may earn a commission if you sign up through our links, at no extra cost to you. Content is for educational purposes only and is not financial, investment, tax, or legal advice. Consult a qualified professional before making financial decisions.