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Edition No. 021
New York · London
Retirement Capital Daily
Independent Intelligence on Retirement Assets
Thursday, September 3, 2026
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Mike Ziccardi
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In PWD coverage since September 3, 2026 · 1 story
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advisers
Fiduciary relief, not fee savings, should lead PEP pitch
Mike Ziccardi of CBIZ wants advisors to sell the PEP's named fiduciary and independent oversight before they ever mention price.
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