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Anchor 3(16) Fiduciary Solutions
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Relationship Manager

Compass
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Relationship Manager

Retirement Plan Consultants
(Urbandale IA / Hybrid)

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Mergers & Acquisition Specialist

Compass
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Retirement Plan Administrator

Strongpoint Partners
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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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DC Retirement Plan Administrator

Michigan Pension & Actuarial Services, LLC
(Farmington MI / Hybrid)

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Cash Balance/ Defined Benefit Plan Administrator

Steidle Pension Solutions, LLC
(Remote / NJ)

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Retirement Plan Consultant

July Business Services
(Remote / Waco TX)

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Relationship Manager for Defined Benefit/Cash Balance Plans

Daybright Financial
(Remote)

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Combo Retirement Plan Administrator

Strongpoint Partners
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Retirement Plan Administration Consultant

Blue Ridge Associates
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Managing Director - Operations, Benefits

Daybright Financial
(Remote / CT / MA / NJ / NY / PA / Hybrid)

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3 Matching News Items

1.  MissionSquare Research Institute Link to more items from this source
Jan. 13, 2022
"This effort is part of a MissionSquare Research Institute collaboration with the International Public Management Association For Human Resources (IPMA-HR) and the National Association of State Treasurers Foundation (NASTF) ... Each fact sheet provides a summary of the jurisdiction's approach, outcomes, lessons learned, and future plans. Additionally, the fact sheets provide ideas, advice, and networking opportunities for other public employers exploring financial wellness programs.... The Financial Wellness Fact Sheets also are available on an interactive map."
2.  MissionSquare Research Institute Link to more items from this source
May 7, 2025
16 pages. "The need for financial education varies across occupational groups but is paramount among employees in education, where many express the need for more guidance relating to adequate retirement savings (67%), taxation of employer's retirement plan (58%), identification of relevant benefits (54%), retirement plan vesting schedule (52%), and understanding defined contribution plans (51%)."
3.  MissionSquare Research Institute Link to more items from this source
Feb. 19, 2025
12 pages. " ... Default investment acceptance declines with age and income levels and appears to be higher for female participants, holding other demographic factors constant.... There was notable variation in default acceptance in the year 2020 (i.e., a period of heightened market volatility) among older DC participants.... Default investment acceptance is higher for public DC participants than 401(k) participants when controlling for age and income."

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