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Total Retirement Management: Time For An Integrated Approach (PDF)
Fidelity Workplace Services
June 9, 2003
24-page Fidelity report describes the benefits of combining the administration of an employer's defined contribution and defined benefit plans under a single provider. Excerpt: [I]t helps contain costs and improve efficiencies ... [I]t integrates the retirement education, planning, and transition processes around retirement ... [I]t supports a more comprehensive plan management approach by providing a single point of contact for plan administration and a single source of plan and participant data.
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