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Seven Reasons for Hiring a Dedicated Retirement Plan Advisor (PDF)
Strategic Benefit Services Link to more items from this source
July 21, 2014
9 pages. Topics covered: "[1] Meeting Fiduciary Duty ... [2] Establishing Investment Policies and Procedures ... [3] Managing a Request-for-Proposals for Service Providers ... [4] Investment Manager Search and Selection ... [5] Investment Manager Replacement ... [6] Performance Reporting ... [7] Conduct Ongoing Due Diligence on Service Providers and Investment Managers."

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