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What post-mortems of 401(k) and 403(b) deals that got away tell advisors how plan sponsors think – and it’s not mainly about price

A Franklin Templeton study extruded the hard truth from ax-wielders that would rather just say 'no thanks' as they administer the cut

Author Lisa Shidler December 4, 2012 at 5:41 AM
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Yaqub Ahmed: A lot of the final decision came down to actual conversations that happened between the advisor and plan sponsor.


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