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Retirement Combo Plan Administrator Heritage Pension Advisors, Inc.
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EPIC RPS
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Defined Benefit Specialist II or III Nova 401(k) Associates
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The Pension Source
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Merkley Retirement Consultants
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July Business Services
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Nova 401(k) Associates
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Distributions Processor - Qualified Retirement Plans Anchor 3(16) Fiduciary Solutions, LLC
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BPAS
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Compensation Strategies Group, Ltd.
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BPAS
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DWC ERISA Consultants LLC
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2 Matching News Items |
| 1. |
The Center for Due Diligence [CFDD]
Feb. 27, 2008
Excerpt: As sponsors increasingly acknowledge their fiduciary role, retirement plans specialists are gaining momentum in the mid-market, but many are at capacity. This is a major opportunity for specialists capable of differentiating their practice because RIAs will replace most of the traditional broker sold products in the mid-large plan market.... Service is central to success, but it is not a substitute for technical expertise. The retirement plans learning curve is steep and the landscape is populated with a fiduciary minefield.
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| 2. |
The Center for Due Diligence [CFDD]
Feb. 28, 2005
Excerpt: The marketplace is undergoing a seismic shift in how 401(k) services are sold and delivered, and the purpose of this paper is to help advisors become leaders under the new advisory model.
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