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July Business Services
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Anchor 3(16) Fiduciary Solutions
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Regional Vice President, Sales MAP Retirement USA LLC
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Managing Director - Operations, Benefits Daybright Financial
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Buddy Horner, of Bronfman E.L. Rothschild in 401kHelpCenter.com
Apr. 24, 2017
"[1] Data reliability.... [2] Costs may not be that much higher.... [3] Unbundled providers ... usually offer higher quality services in their area of expertise.... [4] Partnering with a best-in-class investment advisor who has good working relationships with recordkeepers and TPAs can allow you to find other providers who work well together on your behalf.... [5] An unbundled provider has a lot more flexibility with plan design and consulting to allow you to customize to your needs."
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