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The 2025 CHIEF INVESTMENT OFFICER Asset Management & Servicing Finalist: Data & Technology logo
The questionnaire explored each provider’s experience and capabilities in servicing both full and partially outsourced plans
The 2026 PLANSPONSOR Plan Sponsor Of Year hi-res logo for Nonprofit DC>$150M
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The 2024 Asset Owner IIA Finalist hi-res logo for Defined Contribution
Logo: 2025 PLANADVISER Retirement Plan Adviser of the Year _ Closing the Coverage Gap - Micro/Startup Plans 403b Market The 2025 CHIEF INVESTMENT OFFICERThe 2025 PLANADVISER Retirement Plan Adviser of the Year hi res logo for Closing the Coverage Gap Micro Startup Plans 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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