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403(b) Sales Practices in Question
PlanPILOT Link to more items from this source
Mar. 2, 2020

"When your vendor(s) and/or their competitors are being formally investigated, ... it is prudent to identify if and how the potential areas of concern could negatively affect your plan and your participants.... Conducting a participant survey can help you identify potential areas of weakness with your current vendor(s).... [M]any vendors do not offer fee reductions to their long-term clients, even as they are offering better pricing to their new clients."  MORE >>

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