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Anchor 3(16) Fiduciary Solutions
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Compass
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Retirement Plan Consultants
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Mergers & Acquisition Specialist Compass
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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
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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July Business Services
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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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
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Susan Mangiero, in Advisor Perspectives
Nov. 20, 2025
"Unlike publicly traded funds, data about alternative investment funds is not always readily available nor easy to interpret.... Financial advisors can help retirement plan participants navigate the brave new world of customized alternatives by doing a deep dive into what's available and how they compare with traditional bonds, cash, and stock. This is easier said than done. New products won't have a long track record. Performance metrics will differ."
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