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?

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

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

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3. In what way(s)?

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

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

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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?

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7. What is your role working with retirement plans?

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8. What size plans do you PRIMARILY work with?

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9. Suggestions for future survey questions?

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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...

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