Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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The DC Plan of the Future: DB Principles for the DC Generation (PDF)
BNY Mellon May 18, 2016 16 pages. "Historical approaches to DC plans have generated decidedly mixed results, including an over-reliance on retail investment solutions, inability to integrate automation and education, and inefficiently priced products and services.... [B]est practices [now] being utilized to increase [plan efficiency include] ... [1] Leveraging institutional investment strategies, or the 'institutionalization' of DC; [2] Ensuring that education and automation work together; [3] Pursuing greater transparency in the pricing model." |
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