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CFDD 2011 Advisor Conference Prospecting The 403(b) Market For Companion DB Plan Business Marcia S. Wagner, Esq. * DB ( Defined Benefit) Plan Basics Current Key Investment…

Documents 2012 fi360 Conference Moving Beyond 401(k): Developing A Defined Benefit Advisory Practice

2012 fi360 Conference Moving Beyond 401(k): Developing A Defined Benefit Advisory Practice Marcia S. Wagner, Esq. * Defined Benefit (DB) Plans Today 2. Legal and Fiduciary…

Documents CFDD 2011 Advisor Conference Prospecting The 403(b) Market For Companion DB Plan Business

CFDD 2011 Advisor Conference Prospecting The 403(b) Market For Companion DB Plan Business Marcia S. Wagner, Esq. * DB ( Defined Benefit) Plan Basics Current Key Investment…