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list of priorities Two more pressing worries pushed fee compression—2018’s 2nd place concern—down to 3rd place, with 23 percent calling it “very important.” (Photo: Shutterstock)

Retirement plan advisors have some weighty concerns on their minds, according to a poll of attendees at the 2019 NAPA 401(k) Summit, but chief among them is how to keep existing clients. Thirty-five percent of respondents said that was “very important”—even more this year than felt that way last year.

Marlene Satter

Marlene Y. Satter has worked in and written about the financial industry for decades.

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