What Got You Started Working With Retirement Plans?

There are a lot of great stories in this business – but none quite so interesting as the “origin” stories – the varied ways in which we all got started in the retirement plan business. 

This week, we’d like to give you a chance to share yours.    

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* 1. How long have you been working with retirement plans?

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* 2. How many employers have you had during your time working with retirement plans?

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* 3. What were you doing before you started working with retirement plans?

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* 4. Was it a "who", a "what" or a "why" that got you started - or more than one of the above (check all that apply)?

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* 5. Care to share more more?

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* 6. Did you have/have you got a mentor?

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* 7. Have/do you encouraged/inspired others to work with retirement plans?

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* 8. Other comments about starting, getting started, working with retirement plans, getting started working with retirement plans, encouraging others work with retirement plans, being encouraged by others to work with retirement plans, or ...life in general?

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* 9. What size plans do you PRIMARILY work with?

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* 10. All responses are confidential, of course - but if you'd like a response - or maybe just want to say "hi" - you can do so here (leave email!)

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