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DC recordkeeper evaluations are based on responses from 359 advisers who personally evaluate and recommend these providers for qualified plan clients
403(b) plans are in many ways the same as traditional corporate 401(k) plans
Additional insight on the size and scope of advisers’ qualified plan business
Consisting of 11 pages
2022 Chief Investment Officer Outsourced CIO Survey Report DB Administration DC recordkeeper evaluations are basedPublished April 2022, the 2022 Outsourced Chief Investment Officer Survey Report is now available in PDF,(Consisting of 6 pages). Responses from 85 asset owners, aggregated for the charts that follow, were accepted for the survey from February 15 to April 11, 2022. CIO would like to extend a special thank you to all those who submitted responses for the survey, as well as those vendors, asset owners, and consultants who helped the CIO editorial and
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