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Director, Strategic Accounts and Channel Development July Business Services
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Stones River Consulting
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Regional Sales Director-Mid Atlantic July Business Services
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Daybright Financial
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EPIC RPS
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Spectrum Pension Consultants (part of Daybright Financial)
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Independent Retirement
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Director of Regulatory Operations and Compliance PCS Retirement
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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EPIC RPS
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Internal Channel Sales Team Lead July Business Services
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Nova 401(k) Associates
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Regional Sales Director-Heartland July Business Services
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Relationship Manager – Defined Contributions Daybright Financial
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Daybright Financial
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Quantifying Fiduciary Prudence and the Quality of Investment Advice
The Prudent Investment Adviser Rules 
[Opinion] Feb. 12, 2024 "A simple cost/benefit analysis would seem to be a part of a prudent process for plan sponsors to use evaluating the fiduciary prudence of investment products in defined contribution plans (DCPs). However, based on the evidence, very few plans seem to use cost/benefit analyses as part of their fiduciary prudence process. Furthermore, even when plans do use cost/benefit analysis, there are often legitimate questions as to whether such analyses were properly conducted." |
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