New York (April 29, 2004) -- Once thought of as a long shot, the ability to offer financial planning services in the workplace is now available to planners who are members of the National Association of Personal Financial Advisors, through an exclusive relationship with Hewitt Associates’ employer clients.
Called the Hewitt Financial Checkup program, the partnership -- unveiled at last week’s annual NAPFA conference in Toronto -- will put NAPFA planners in the running to provide employee advice, along with firms like Morningstar’s mPower and Financial Engines that already offer planning services through employers.
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