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1. What is your organization type? (Check one.)(Required)
2. What are the total retirement assets you have under advisement? (Check one.)(Required)
3. Total number of retirement plans you have under advisement: (Check one.)(Required)
4. Which types of retirement plans do you currently have under advisement/management?(Required)
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5. How long have you been in the retirement business? (Check one.)(Required)
6. What is your advisory firm affiliation? (Check one.)(Required)
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7. What securities licenses do you have? (Check all that apply.)
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