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July Business Services
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Merkley Retirement Consultants
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DWC ERISA Consultants LLC
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The Pension Source
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Distributions Processor - Qualified Retirement Plans

Anchor 3(16) Fiduciary Solutions, LLC
(Remote / Wexford PA)

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Retirement Combo Plan Administrator

Heritage Pension Advisors, Inc.
(Remote / Commack NY)

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Criteria and Checklist: Sustainability for Defined Benefit Pension Plans (PDF)
GRS Link to more items from this source
Aug. 30, 2018

"A Sustainability Checklist contains a list of metrics (which will likely vary from plan to plan) that can be used to assess the sustainability of a DB plan.... [Such a] Checklist can provide several useful metrics that have shown to have an impact on the outcomes of a much more robust scenario or stress testing process.... [The] Checklist can be utilized as a tool to facilitate a discussion about a DB plan's overall sustainability and provide a comprehensive overview of potential sources of current and future risks to the plan."  MORE >>

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