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Consisting of 14 pages of comparative client profile
data is available and can be segmented by plan size
Published June/July 2019
Specifically
To purchase a Microsoft Excel spreadsheet of responses from all providers and for bulk copy information and pricing
2015 Practice Benchmarking Survey Year:2015 Consisting of 14 pages ofFor retirement plan advisers to remain competitive, it is important that they gauge how their services and pricing measure up against those of their peers. The 2015 PLANADVISER Practice Benchmarking Survey, our ninth, gives invaluable insight into your industry competitors. For bulk copy information and pricing, or for other questions, please contact Michelle Judkins at +1 203 595 3276 or michelle. judkins@strategic i. com