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WHAT TRAITS IN THEIR PLAN'S ADVISOR DO PLAN SPONSORS VALUE? WHICH ONES SHOULD THEY VALUE?

A free white paper by Madison Pension Services, Inc.

Which Qualities Plan Sponsors Do Value… A recent poll of plan sponsors wanted to know which services plan sponsors most value from their advisors. Asked to name their top three, two stood out: • Monitoring investments (81%) • Acting as a co-fiduciary (81%) Coming in a distant third (at 48%) was to provide benchmarking. Other advisory services that made the list were:

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