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Anchor 3(16) Fiduciary Solutions
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Retirement Plan Administration Consultant Blue Ridge Associates
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ESOP Administration Consultant Blue Ridge Associates
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Mergers & Acquisition Specialist Compass
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July Business Services
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Regional Vice President, Sales MAP Retirement USA LLC
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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MAP Retirement
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Managing Director - Operations, Benefits Daybright Financial
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Presentations from PRC 2012 Symposium: The Market for Retirement Financial Advice
Pension Research Council, The Wharton School of The University of Pennsylvania 
June 8, 2012 "Though many people use financial advisers, and many more would probably benefit from financial advice, relatively little is known about the marketplace for such advice. The 2012 Pension Research Council conference at the Wharton School of the University of Pennsylvania offered cutting-edge research and commentary on key aspects of the advice marketplace, types of advice provided, fees and commissions, market and regulatory considerations, and how to evaluate advisers' performance and impact." [Conference materials and presentations available for download at link.] MORE >> |
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