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Retirement Plan Diagnostic SM
This revolutionary tool uses current and historical Form 5500 data to deliver a comprehensive report on plan health in a format that's easily understood and communicated to plan sponsors. With the power of meaningful metrics in an attractive format, you can benchmark return on investments, participation levels, and utilization against a plan's peer group and industry. The Plan Diagnostic is recognized for its speed of delivery and objectivity - offering a report with independent analysis rather than subjective ratings and hard-to-interpret correlations. Make your next plan conversation a truly consultative one that clearly distinguishes your approach from the "performance and cost" crowd.
Pinto Fires and Personal Ethics
Class presentation (BUS 568) on the dangers of the Ford Pinto and ethical issues faced by management.
The Retirement Plan Efficiency Analysis SM
In a matter of minutes, you can generate a detailed report with a side-by-side comparison that addresses the opportunities discovered in The Retirement Plan Diagnostic™. Communicate the features, benefits and overall impact of your value proposition in a concise format that's co-branded and customized to your firm's unique investment models and menus.
This tool is fully integrated with PlanFinder SM and The Retirement Plan Diagnostic SM for seamless data transfer from previously collected prospective plans. With the Retirement Plan Efficiency Analysis SM , you can save significant time and money while delivering tangible value in client meetings.
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Retirement Plan Diagnostic SM
This revolutionary tool uses current and historical Form 5500 data to deliver a comprehensive report on plan health in a format that's easily understood and communicated to plan sponsors. With the power of meaningful metrics in an attractive format, you can benchmark return on investments, participation levels, and utilization against a plan's peer group and industry. The Plan Diagnostic is recognized for its speed of delivery and objectivity - offering a report with independent analysis rather than subjective ratings and hard-to-interpret correlations. Make your next plan conversation a truly consultative one that clearly distinguishes your approach from the "performance and cost" crowd.
Pinto Fires and Personal Ethics
Class presentation (BUS 568) on the dangers of the Ford Pinto and ethical issues faced by management.
The Retirement Plan Efficiency Analysis SM
In a matter of minutes, you can generate a detailed report with a side-by-side comparison that addresses the opportunities discovered in The Retirement Plan Diagnostic™. Communicate the features, benefits and overall impact of your value proposition in a concise format that's co-branded and customized to your firm's unique investment models and menus.
This tool is fully integrated with PlanFinder SM and The Retirement Plan Diagnostic SM for seamless data transfer from previously collected prospective plans. With the Retirement Plan Efficiency Analysis SM , you can save significant time and money while delivering tangible value in client meetings.