New York City District Council of Carpenters Benefit Funds
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Retirement Planners and Administrators (RPA)
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Fringe Benefit Group
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Great Lakes Pension Associates, Inc.
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Pollard & Associates
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Retirement Solutions Specialists
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Defined Contribution Account Manager Nova 401(k) Associates
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Greenline Wealth Management
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The Great 401(k)-or-Not Debate: The Perils and Rewards for RIAs Thinking of Wading Into the Fast-Moving 401(k) Stream
RIABiz Nov. 7, 2014
"[The authors] went into this webinar (sponsored by The Hartford -- thank you) with the bias that RIAs should err on the side of advising 401(k) plans and/or their participants.... It's a monster, underserved market, growing fast and there for the taking, especially by advisers accustomed to acting as fiduciaries.... But after hearing what these experts in the field had to say, [the authors] also better realize the level of knowledge and commitment involved in making a good 401(k) business work. [They] hope this transcript makes the conversation accessible to people who weren't able to attend, and makes for a good reread for those who listened in."
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