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Retirement Relationship Manager MAP Retirement
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BPAS
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Southern Pension Services
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BPAS
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Retirement Plan Consultants
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Pentegra
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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July Business Services
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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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ESOP Administration Consultant Blue Ridge Associates
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Regional Vice President, Sales MAP Retirement USA LLC
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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BPAS
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Anchor 3(16) Fiduciary Solutions
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MAP Retirement
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Allspring Global
Nov. 3, 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. "
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| 2. |
Allspring Global
Feb. 13, 2024
"64% of near-retirees and retirees believe they are on track for retirement 40% of advisors agree ... 1 in 20 retirees continue to work part time -- most by choice ... 37% retired sooner than expected, and only 6% retired later than expected ... 1/2 of investors focused on a retirement income target (as opposed to a savings target) were advised by a paid retirement planner ... 3/4 of near-retirees and retirees moved money to stable or fixed income investments last year."
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