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please email Michelle Judkins at michelle
DC recordkeeper evaluations are based on responses from 457 advisers who personally have evaluated and recommend these providers for qualified plan clients
providers needed to be rated by a minimum of 10 clients that contracted transition management services between January 1
regarding the products or services
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Logo: 2024 PLANADVISER Emerging Leaders CIO please email Michelle Judkins atLogo for marketing use for the 2024 PLANADVISER Emerging Leaders. All Sales are Final. Note: Disclosure statements are included with all logos associated with retirement advisers. Purchasing the hi res logo grants the purchaser full license to use the logo in all marketing on all platforms in perpetuity. However, the rights are not transferable.
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