Reviewing Your Review Meetings

By now, you’ve likely either started, or will shortly be starting your quarterly review meetings with your clients.

This week I’d like to know (anonymously, of course), what’s on that agenda?

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

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* 2. Realizing that there is often a regular agenda for these meetings, what was/is on the current agenda for discussion:

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* 3. Which discussion item, if any, dominated the discussion?

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* 4. Did you also meet with participants?

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* 5. If you met with participants, what was the dominant topic of discussion?

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* 6. Did the phrase "stay the course" come up?

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* 7. Of all the plan sponsor/participant discussions you have had recently, what one comment (or more) has stuck with you?

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* 8. What is the average size of the committee(s) you work with:

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* 9. What’s the average tenure on the committee?

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* 10. Got any particularly interesting stories to share (anonymously, of course) about your recent review meetings/discussions with plan sponsors, participants, etc?

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* 11. Suggestions for future survey questions?

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