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Logo: 2026 PLANADVISER Retirement Plan Adviser of the Year - 403(b) Plan Service Finalist Include Plaque?:Yes The 2023 Asset Management &

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Description

The 2023 Asset Management & Servicing IIA Winner hi-res logo for Private Credit

For information on licensing the supporting data contact Michelle Judkins at michelle

the insights summarized here do not representadvice on any aspect of plan design

2024 PLANADVISER Defined Contribution Investment Only (DCIO) Survey Report

PLANSPONSOR November/December 2024 – Table of Contents

Logo: 2026 PLANADVISER Retirement Plan Adviser of the Year - 403(b) Plan Service Finalist Include Plaque?:Yes The 2023 Asset Management &The 2026 PLANADVISER Retirement Plan Adviser of the Year hi res logo for 403(b) Plan Service. 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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