Several major organizations have joined together to asses critical roles and shifting responsibilities within the retirement industry with major retirement industry survey.
Boston Research Technologies, the National association of Plan Advisors (NAPA) and 401kTV have come together to conduct a survey of retirement plan sponsors. The role of an advisor for a defined contribution (DC) plan has never been more critical to help organizations manage their plan and fiduciary responsibilities as well as help participants achieve retirement security.
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[button color=”green” size=”medium” link=”https://survey.bostonrt.com/wix/p1007392.aspx” ]TAKE THE SURVEY NOW[/button]
[If the link to the survey does not work, you can simply copy and paste the following into your browser’s address bar: https://survey.bostonrt.com/wix/p1007392.aspx]
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The group is asking the industry, specifically plan sponsors to participate in this survey. The new DOL fiduciary rule will forever change the relationship between defined contribution plan sponsors and their advisor. As a result, 401kTV, in collaboration with NAPA, are asking DC plan sponsors to tell us what services are critical to them and rate the level of service they are receiving in a 5 minute anonymous survey.
This survey will let plan sponsors express what services are critical to them and rate the level of service they are receiving in a 5-minute anonymous survey.
By completing this survey, sponsored by TPSU, TRAU, 401KTV and National Association of Plan Advisors, plan sponsors can also receive a copy of the results.
Learn how other Plan Sponsors:
- Select their service providers
- Determine the value of a Financial Advisor
- Prioritize the Services of a Financial Advisor
- Work with an Advisor who is an ERISA Fiduciary
- Monitor the fees they pay for Retirement Plan Services
- Benchmark their company Retirement Plan fees and services
- Know when and how to look for better fees or service providers
Advisors are encouraged to send this invitation to their plan sponsor clients.
Respondents can receive an executive summary of the results to help them better manage their relationship with their plan advisor, if they choose to Opt-in.
The survey results will be revealed during a session at the National Association of Plan Advisors 401k Summit March 19-21.
So please take 5 minutes to complete the survey to help you and other plan sponsors to improve their plan and the retirement security of plan participants. The survey can be accessed here.Take this 5 minute survey now, to improve your Retirement Plan, forever.
You can receive $15.00 by clicking on and completing the Plan Sponsor Survey.
