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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Anchor 3(16) Fiduciary Solutions
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Pentegra
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Managing Director - Operations, Benefits Daybright Financial
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BPAS
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Regional Vice President, Sales MAP Retirement USA LLC
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July Business Services
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Retirement Relationship Manager MAP Retirement
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Retirement Plan Administration Consultant Blue Ridge Associates
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MAP Retirement
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Retirement Plan Consultants
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Compass
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BPAS
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Southern Pension Services
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ESOP Administration Consultant Blue Ridge Associates
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BPAS
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Revisiting the Business Owner's Traditional Retirement Formula with a Cash Balance Plan
Forbes 
July 3, 2018 "A cash balance plan needs to be under constant management and monitoring and requires an actuary to determine contribution levels. These plans must follow the fiduciary, funding and permanence rules of ERISA and the tax code, just like profit-sharing and other qualified plans. The plan trustees need to make sure they are acting with prudence and for the exclusive benefit of participants in decisions regarding the plan." MORE >> |
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