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Revenues listed for the following companies are based on Form 5500 Schedule A data submitted to the Department of Labor. As such, groups under 100 lives, government entities and church plans are not required to file. Any disclosure on Schedule C' are not contemplated in these numbers.
“I’m on track in saving for retirement because from a young age I learned these things,” says Adviser of the Year winner Julie Yusko. “I hope my experience can help others be in the best position so that we have fewer people who are approaching retirement age and wondering how they're ever going to retire.”