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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Vestwell

In network coverage since September 25, 2026 · 6 stories
1Deals on our tracker
Deal recordFull tracker →
Feb 24, 26Fund launchMorgan Stanley · Carta
Network coverage
Plans & Sponsors

Carta launches 401(k) with Morgan Stanley and Vestwell

Private companies get Morgan Stanley's investment menu and Vestwell recordkeeping; pricing is not disclosed.
The Wrap · Oct 15Auto-enrollment or auto-escalation plans average $170,000 in balances, Bank of America says
Plans & Sponsors · Oct 13Vestwell survey: 85% of employees expect employer to offer retirement benefits
The Close · Sep 25The scarce input in consolidation is now the executive bench
The Wrap · Sep 25The corner office is now a distribution job
The Wrap · Sep 25Vestwell staffs for disclosure; CITs get a distribution specialist
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