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November 2014

Simulation Tool Optimizes DC Recordkeepers’ Chances of Being Selected by Large Plan Sponsors

A recently released study and online simulator, by Boston Research Technologies (BRT), reveals the weights large plan sponsors place on a wide variety of factors when selecting recordkeepers.  Using the quantitatively-derived weights and the accompanying simulator, recordkeepers can determine which one, of the various ways they could position themselves in specific sales contests has the highest probability of success.  It also takes win-loss research in a new direction, from simply …Read More