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Senior Specialist 401k Recordkeeping T Bank N.A.
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Retirement Planners and Administrators (RPA)
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Retirement Solutions Specialists
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Greenline Wealth Management
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Great Lakes Pension Associates, Inc.
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Pollard & Associates
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Morningstar to Rate Target Date Fund Families
The Wall Street Journal; subscription may be required May 28, 2009 Excerpt: While Morningstar currently assigns its popular star ratings -- which are based on risk-adjusted returns -- to individual target-date funds, the new rating system will apply to a fund company's entire target-date lineup. The firm plans to issue ratings for 20 target-date fund families in the third quarter of this year. The fund families can earn a maximum of 20 points in each of five categories: people, meaning the fund managers and board; parent company, which will examine the fund company's corporate culture and any regulatory issues; performance; portfolio holdings; and price. Morningstar will also offer a four-page research report on each target-date lineup. |
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