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Pentegra
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Retirement Plan Administration Consultant Blue Ridge Associates
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Managing Director - Operations, Benefits Daybright Financial
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Southern Pension Services
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BPAS
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Regional Vice President, Sales MAP Retirement USA LLC
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Retirement Relationship Manager MAP Retirement
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ESOP Administration Consultant Blue Ridge Associates
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BPAS
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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2025 Retirement Study: The Retirement Landscape Is Ready for a Change (PDF)
Allspring Global 
Nov. 4, 2025 12 pages. "Target date funds nudge people in the right direction, especially for younger investors. But near-retirees and retirees need choice and guidance to make sure their asset allocation has the right risks.... Individuals should customize the withdrawal plan to minimize taxes and optimize income.... [A]rtificial intelligence (AI) could be an invaluable resource to tailor asset allocation and withdrawal plans cost effectively. " MORE >> |
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