Overview

Looking for firms with the desire to exit the 401(k) or pension business, whether by selling or merger. I am not looking for a financial or estate/wealth planning firm as I only want to work with pensions.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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