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NAPA Net - Polling Places 072619

Have You Re-Targeted Your Target-Date Targets?

Target-date funds continue to proliferate – and though a mere handful of firms dominate that space, the retirement assets of an entire generation seem headed in that direction. 

Have your target-date recommendations changed target(s)?
1.Are your target-date fund recommendations...
2.Has that changed in the past two years?
3.Do your plan sponsor clients appreciate the difference?
4.Are you looking for/emphasizing a passive focus in TDFs?
5.Has that changed in the past two years?
6.How many target-date fund family/ies are on your "short list" of recommendations?
7.Has that changed in the past two years?
8.Any other comments about target-date fund, target-date fund choices, target-date fund criteria, changes in target-date fund criteria, understanding what target-date fund criteria differences mean, or life in general?
9.What is your role working with retirement plans?
10.What size plans do you PRIMARILY work with?
11.Suggestions for future survey questions?  Specifically, it's been suggested that it would be good to get feedback on different aspects of practice management - which one(s) would YOU like to know more about from your fellow advisors?
12.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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