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Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc.
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Retirement Plan Administrator (TPA) Retirement Plan Consultants
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Retirement Plan Relationship Manager ERISA Services, Inc.
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Retirement Plan Documents Specialist Loren D. Stark Company
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Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc.
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Nova 401(k) Associates
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Compass Retirement Consulting Group, Inc.
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Bates & Company
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Central Pension Fund of the IUOE
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Pentegra
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Retirement Plan Legal Specialist Pentegra
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Carpenter Morse Group
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United 401(k) Plans, Inc.
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Central Pension Fund of the IUOE
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Retirement, LLC
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Trucker Huss, A Professional Corporation
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| Characteristics of Mutual Fund Investors, 2015 (PDF) Investment Company Institute [ICI]  Nov. 10, 2015 24 pages. "Employer-sponsored retirement plans increasingly are the gateway to mutual fund ownership. Sixty-seven percent of mutual fund-owning households that purchased their first fund in 2010 or later purchased that fund through an employer-sponsored retirement plan, compared with 57 percent of those that made their first purchase before 1990. In mid-2015, 40 percent of mutual fund-owning households owned funds both inside and outside employer-sponsored retirement plans. An additional 40 percent owned mutual funds only inside employer-sponsored retirement plans." |
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