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morningstar.com

Morningstar breaks down the barriers that stand between investors and their goals.

cir2.com

we are a privately-controlled financial solutions firm focused on serving independent financial advisors and their clients.

asppa.org

Discover ASPPA, a premier organization within the American Retirement Association. Based in the Washington, D.C. area, ASPPA supports over 6900 members, including business owners, third-party administrators, and consultants. With robust educational and credentialing programs, top-notch conferences, and a strong advocacy presence, ASPPA is at the forefront of the retirement plan industry. Join ASPPA to stay informed and connected in the ever-evolving world of private pensions.

aicpa.org

This authoritative guide was developed to assist CPAs with interpreting and applying the updated attestation standards to SOC 2® and SOC 3® examination engagements.

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fi360 empowers financial intermediaries to use the prudent practices® to profitably gather, grow and protect investors’ assets with a fiduciary standard of care. our training, technology and analytics make implementing a prudent process for all clients easier at every step.

nipa.org

nipa, the national institute of pension administrators, is a national association representing the retirement plan and employee benefit plan administration profession.it was founded with the idea of bringing together professional pension administrators, benefit administrators and other interested parties to encourage greater dialogue, cooperation, and educational opportunities.