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cifmarketplace.com

CIFmarketplace - Home

CIFmarketplace - provides Investment Professionals and their Plan Sponsor clients access to select institutional money managers who have a demonstrated record of success

http://www.cifmarketplace.com/

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CIFmarketplace - provides Investment Professionals and their Plan Sponsor clients access to select institutional money managers who have a demonstrated record of success
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1 CIFs
2 Mutual Funds
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4 trusts
5 banks
6 collective investment funds
7 Lance M. Roberts
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linkedin,info@cifmarketplace com,company overview,about us,services,meet the team,lance roberts,retirement services,retirement press info,sample branded site,our partners,trust companies,investment managers,recordkeeping providers,custodial platforms,faqs
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CIFmarketplace - Home | cifmarketplace.com Reviews

https://cifmarketplace.com

CIFmarketplace - provides Investment Professionals and their Plan Sponsor clients access to select institutional money managers who have a demonstrated record of success

INTERNAL PAGES

cifmarketplace.com cifmarketplace.com
1

CIFmarketplace - Company Overview

http://www.cifmarketplace.com/company_overview.html

CIFmarketplace is a third party marketing firm that delivers exceptional consulting and distribution services for the qualified plan market. We partner with top-caliber investment managers, trust companies, TPAs and financial advisers to deliver large plan solutions to the small and mid-size markets. Case Study - Relative Performance of Mutual Funds versus Collective Investment Funds. White Paper - Net Cost Advantages of Collective Investment Funds. Insurance Company group annuity sales and marketing.

2

CIFmarketplace - Lance Roberts

http://www.cifmarketplace.com/profile_lance.html

CIFmarketplace provides Investment Professionals and their Plan Sponsor clients access to select institutional money managers who have a demonstrated record of success - at a significant cost savings. CIFmarketplace provides Plan Sponsors of all sizes the ability to select investment options beyond the traditional mutual fund and insurance products and is the new definition for Open Architecture. Research and Academic Studies. Hidden Costs of Revenue Sharing. ETF's Versus Mutual Funds.

3

CIFmarketplace - Retirement Press

http://www.cifmarketplace.com/retirement_press.html

Retirement Press / Subscription Plan. Fee-based advisers are taking advantage of a qualified market that demands fee transparency and rewards low net cost. Especially since 2008, more of the small plan retirement plans than ever are shifting from brokers to licensed fee-advisers, many of which have been hughly successful in the wealth management channel and wish to extend their talents into the qualified market. Access to Retirement Press Content. Admin Access for Personal Company Information. All of the...

4

CIFmarketplace - Newsletters & Articles

http://www.cifmarketplace.com/news.html

Positive Outlook Exists for Collective Trusts in Defined Contribution Plans. Published by Pension and Investments provides Morningstar's perspective regarding the future of CIFs and their role in the retirement plan space. The piece also compares CIFs with mutual funds and outlines the advantages and potential issues facing CIFs. Why Investment Choices in Your 401(k) Might Change. Published by Forbes.com July, 2010. Collective Investment Funds Re-emerge as Mainstream Investment Option.

5

CIFmarketplace - Home

http://www.cifmarketplace.com/index.html

Promote the benefits of utilizing collective investment funds, Multiple Employer Plans, and other strategies to reduce costs and improve participant outcomes. More Information. Is a third party marketing firm that delivers exceptional consulting and distribution services for the qualified plan market. Hidden Costs of Revenue Sharing. Even with disclosure, picking funds based on revenue sharing can be costly. Read more. Target Date Performance Report. Compares the performance of popular Target Date offeri...

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TOTAL PAGES IN THIS WEBSITE

10

LINKS TO THIS WEBSITE

roberts-designs.com roberts-designs.com

CIFmarketplace - Roberts Designs - Creative Agency - Santa Clarita CA - Website Design

http://roberts-designs.com/portfolio/cifmarketplace

The future of investing is now! CIFmarketplace is a third party marketing firm that delivers exceptional consulting and distribution services for the qualified plan market. We partner with top-caliber investment managers, trust companies, TPAs and financial advisers to deliver large plan solutions to the small and mid-size markets. Contact us for a free consultation. Retirement Press – Website Update. May 16, 2014. A Crooked Frame – Website Blog Project. May 16, 2014. JM Studio Website Project. 2014 Robe...

revzonconsulting.com revzonconsulting.com

Revzon Consulting Group, LLC

http://www.revzonconsulting.com/links.php

Audit and Compliance Services. Great resources for plan sponsors of Employee Benefit Plans:. Great resources for Trust Departments and Trust Companies:. Sign up for our newsletter to keep you up-to-date on industry news, events and information to help your business. Styled Multi-Purpose Template - Agency. Solutions to help meet your business goals. Revzon Consulting Group, LLC. 465 Furnace Street, Suite 6. Marshfield, MA 02050. Audit and Compliance Services. Why Wealthy Clients Need a Trust. Asset protec...

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CIFmarketplace - Home

Promote the benefits of utilizing collective investment funds, Multiple Employer Plans, and other strategies to reduce costs and improve participant outcomes. More Information. Is a third party marketing firm that delivers exceptional consulting and distribution services for the qualified plan market. Hidden Costs of Revenue Sharing. Even with disclosure, picking funds based on revenue sharing can be costly. Read more. Target Date Performance Report. Compares the performance of popular Target Date offeri...

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