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A TEAM APPROACH

Managing a retirement plan is a collaborative effort between the employer (plan sponsor), third-party administrator (Pollard), financial professional or advisor, and investment provider. 

Pollard partners with a select group of investment providers who perform daily valuation recordkeeping for 401(k) and defined contribution plans.  Based on the size and needs of each plan and its participants, Pollard and the financial professional make recommendations as to appropriate investment platforms.