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Quantitative Research Analyzing Plan Sponsors' Needs and Experiences (PDF)
MassMutual 
Dec. 22, 2008 Study originally published in 2006. 19 pages. Excerpt: The study revealed that, the higher the average account balance, the less likely a plan is to have a third-party advisor. In addition, among plans with a primary third-party advisor, the current advisor has been in place an average of 6.6 years. Tenure is higher for smaller plans, higher average account balance plans, and among plans relying on Third Party Administrators (TPAs), benefits consultants and Registered Investment Advisors (RIAs). MORE >> |
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