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Thrivent Takes Reg BI Hit Over Outdated Share Class Calculator
News October 03, 2024 at 11:23 AM
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What You Need To Know
- Thrivent reps recommended that certain retail brokerage customers invest in Class A mutual fund shares instead of Class C shares.
- The recommendations were part of the Nebraska NEST Advisor plan and the Illinois Bright Directions Advisor-Guided 529 plan.
- Thrivent failed to update its calculator to account for expense structure changes to the plans.
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