Logo: 2022 RPAY Finalists_ Efforts to Improve Diversity, Equity and Inclusion (DE&I) Retirement Plan Adviser (Consisting of 9 pages)

(Consisting of 9 pages)

Consisting of 18 pages of comparative client profile

the greatest proportion of the sample and market

Since the IRS passed updated 403(b) plan regulations in 2007

The objective of the research was to understand each provider’s experience and capabilities while also generating insight on the industry trends and client satisfaction connected with recent transition management projects

Logo: 2022 RPAY Finalists_ Efforts to Improve Diversity, Equity and Inclusion (DE&I) Retirement Plan Adviser (Consisting of 9 pages)The 2022 RPAY Finalists hi res logo for Efforts to Improve Diversity, Equity and Inclusion (DE&I).