Are Your Rethinking Your Provider Due Diligence?

In the wake of the Labor Department’s fiduciary rule, a number of providers, notably recordkeepers, are said to be repositioning their service commitments and repapering contracts.  How, if at all, is that affecting your provider due diligence?

Question Title

* 1. Have you noticed providers repositioning their service commitments in the wake of the Labor Department's fiduciary rule?

Question Title

* 2. Has that impacted your due diligence process regarding provider relationships?

Question Title

* 3. In what way(s)?

Question Title

* 4. Have/will you terminate any provider relationships as a result?

Question Title

* 5. What change(s) have you found to be the most problematic?

Question Title

* 6. Any other comments about provider due diligence, changes in provider due diligence, the factors that have changed in provider due diligence, or life in general?

Question Title

* 7. What is your role working with retirement plans?

Question Title

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

Question Title

* 9. Suggestions for future survey questions?

Question Title

* 10. All responses are anonymous and confidential, of course - but if you'd like me to know who you are, or allow for a response, you can leave your email below...

( Privacy & Cookie Notice

T