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Pollard & Associates
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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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Fringe Benefit Group
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Defined Contribution Account Manager Nova 401(k) Associates
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Retirement Solutions Specialists
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Greenline Wealth Management
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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New York City District Council of Carpenters Benefit Funds
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Retirement Planners and Administrators (RPA)
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Considerations for Separate Account BOLI Owners
Newport Group 
Sept. 16, 2019 "Banks have been using separate account [bank-owned life insurance (BOLI)] as informal offset to employee benefits costs since the late 1990s.... Policyholders unhappy with the current and projected performance of their separate account BOLI performance should consider alternatives including: [1] Investment sub-account reallocation ... [2] Surrender/redeploy ... [3] 1035 Exchange." |
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