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Design Design Work Samples

1. [CONFERENCES MARKETING COLLATERAL] [PLANADVISER NATIONAL CONFERENCE 2009] MATERIALS • Invitation (online/print) • Print and Online Ads • Sponsorship Marketing pieces…

Technology Event Roulette: Management Strategies To Transform Your Event From A Big Gamble Into A Big Win

1. Event Roulette: Management Strategies To Transform YourEvent From A Big Gamble Into A BIG WINJosh Rhodes – Director of Events@connectjosh www.connectevents.net 2. What…

Education 5500 reporting new

1. Form 5500 Support Services1 2. Form 5500 SupportHigh Level NeedsForm 5500 preparation has become more complex and plan sponsors must rely on 5500 data for fiduciary oversight…

Business Vantage Retirement Services

1. …bringing clarity to retirement plans 2. Plan Sponsors have a tough job! Accounting Fiduciary StandardsAuditsHuman ResourcesComplianceInvestment ManagementCorporate…

Economy & Finance Priv Brief Short

1. 10 Dorrance St., Suite 524, Providence, RI 02903 Phone: (401) 272-7070 Facsimile: (401) 331-8964 A Member/Shareholder ofPrepared for: Email:[email protected]

Business The Newport Group - Corporate Overview

1. CORPORATE OVERVIEWLooking at Your OrganizationFrom a New Perspective 2. From Vision to Value Contents: On Vision 2 Total Plan Management 3 Qualified Plan Services 4 Non-Qualified…

Documents Fiduciary Responsibilities And Risks

1. Fiduciary Responsibilities and RiskMark D. Mensack, AIFA®Piedmont Independent FiduciariesJoanne Szupka, CPARoland J. O’Brien, CPARobert A. Lavenberg, CPA, JD, LL.MBDO…

Documents Performance Persistence in Institutional Investment Management

1. Performance Persistence in Institutional Investment ManagementJeffrey A. Busse Amit Goyal Sunil Wahal∗ May 2007AbstractUsing new, survivorship-bias-free data, we examine…

Economy & Finance Vanguard dc

1. June 2011Defined contribution (DC) retirementplans are the centerpiece of theprivate-sector retirement systemin the United States. More than60 million Americans are coveredby…

Documents Performance Persistence in Institutional Investment Management

1. Performance Persistence in Institutional Investment ManagementJeffrey A. Busse Amit Goyal Sunil Wahal∗ March 2006AbstractUsing new, survivorship-bias free data, we…