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Fringe Benefit Group
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Defined Contribution Account Manager Nova 401(k) Associates
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Great Lakes Pension Associates, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Pollard & Associates
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Senior Specialist 401k Recordkeeping T Bank N.A.
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Retirement Solutions Specialists
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New York City District Council of Carpenters Benefit Funds
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Greenline Wealth Management
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Retirement Planners and Administrators (RPA)
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Why Your Financial Planning Pricing Should Be Clearly Stated On Your Website
Michael Kitces in Nerd's Eye View 
[Opinion] Nov. 11, 2013 "[M]ost planners indicate that they prefer to discuss fees and costs in person with a client, to explain in detail the services and value provided, and to ensure that the fee is not misconstrued or misunderstood.... Fearing that clients will not view your pricing in proper context should not be an excuse to avoid transparency; it should be a reason to provide more information and context about your pricing!" |
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