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Regional Vice President, Sales MAP Retirement USA LLC
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BPAS
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Managing Director - Operations, Benefits Daybright Financial
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July Business Services
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BPAS
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ESOP Administration Consultant Blue Ridge Associates
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Anchor 3(16) Fiduciary Solutions
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Pentegra
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Retirement Plan Administration Consultant Blue Ridge Associates
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Retirement Relationship Manager MAP Retirement
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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MAP Retirement
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BPAS
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Retirement Plan Consultants
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Southern Pension Services
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Automated Due Diligence Reshapes Retirement Industry Landscape
WealthManagement.com 
June 3, 2025 "Several macro trends are forcing defined contribution record keepers and advisors to significantly change their business models, with the most prevalent being the decline of plan fees while the costs of technology and service rise. Unless they adapt moving ... from a 'product' to 'participant' centric model, they face heavy headwinds, unlikely to compete with scaled providers with unique distribution models, with proprietary investments and the ability to cross-sell to participants." MORE >> |
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