NAPA Net - Polling Places 040221

What Are Your/The Agenda Topics for 2021?

Hard to believe, but the first quarter of 2021 is nearly over – and before you know it, whether in person or virtually (or both), it will be time for those quarterly client/committee meetings.

This week, we’d like to know what topics you expect, which ones you don’t – and which one(s) you plan to focus on.

Question Title

* 1. What are the three things you most expect to be topics of conversation with plan sponsors this year?

	Very most likely	Highly likely	Pretty likely
Managed Accounts	Managed Accounts Very most likely	Managed Accounts Highly likely	Managed Accounts Pretty likely
Recordkeeper consolidation	Recordkeeper consolidation Very most likely	Recordkeeper consolidation Highly likely	Recordkeeper consolidation Pretty likely
Share classes	Share classes Very most likely	Share classes Highly likely	Share classes Pretty likely
Loans	Loans Very most likely	Loans Highly likely	Loans Pretty likely
Health Savings Accounts (HSAs)	Health Savings Accounts (HSAs) Very most likely	Health Savings Accounts (HSAs) Highly likely	Health Savings Accounts (HSAs) Pretty likely
Target date fund glidepath(s)	Target date fund glidepath(s) Very most likely	Target date fund glidepath(s) Highly likely	Target date fund glidepath(s) Pretty likely
Collective investment trusts	Collective investment trusts Very most likely	Collective investment trusts Highly likely	Collective investment trusts Pretty likely
Litigation	Litigation Very most likely	Litigation Highly likely	Litigation Pretty likely
Lifetime income options	Lifetime income options Very most likely	Lifetime income options Highly likely	Lifetime income options Pretty likely
CARES Act aftermath (distributions, loans, etc.)	CARES Act aftermath (distributions, loans, etc.) Very most likely	CARES Act aftermath (distributions, loans, etc.) Highly likely	CARES Act aftermath (distributions, loans, etc.) Pretty likely
Non-qualified deferred compensation (NQDC) plans	Non-qualified deferred compensation (NQDC) plans Very most likely	Non-qualified deferred compensation (NQDC) plans Highly likely	Non-qualified deferred compensation (NQDC) plans Pretty likely
Fees	Fees Very most likely	Fees Highly likely	Fees Pretty likely
Pooled Employer Plans (PEPs)	Pooled Employer Plans (PEPs) Very most likely	Pooled Employer Plans (PEPs) Highly likely	Pooled Employer Plans (PEPs) Pretty likely
Saver’s Credit	Saver’s Credit Very most likely	Saver’s Credit Highly likely	Saver’s Credit Pretty likely
Required minimum distributions	Required minimum distributions Very most likely	Required minimum distributions Highly likely	Required minimum distributions Pretty likely

Anything else? Comments on the above?

Question Title

* 2. What are the three things you DON'T expect to come up in conversations with plan sponsors this year?

	No way no how this is coming up (unlikeliest)	I'd be amazed if it came up	I'd be surprised if it came up.
Target date fund glidepath(s)	Target date fund glidepath(s) No way no how this is coming up (unlikeliest)	Target date fund glidepath(s) I'd be amazed if it came up	Target date fund glidepath(s) I'd be surprised if it came up.
Lifetime income options	Lifetime income options No way no how this is coming up (unlikeliest)	Lifetime income options I'd be amazed if it came up	Lifetime income options I'd be surprised if it came up.
Required minimum distributions	Required minimum distributions No way no how this is coming up (unlikeliest)	Required minimum distributions I'd be amazed if it came up	Required minimum distributions I'd be surprised if it came up.
Recordkeeper consolidation	Recordkeeper consolidation No way no how this is coming up (unlikeliest)	Recordkeeper consolidation I'd be amazed if it came up	Recordkeeper consolidation I'd be surprised if it came up.
Pooled Employer Plans (PEPs)	Pooled Employer Plans (PEPs) No way no how this is coming up (unlikeliest)	Pooled Employer Plans (PEPs) I'd be amazed if it came up	Pooled Employer Plans (PEPs) I'd be surprised if it came up.
Managed Accounts	Managed Accounts No way no how this is coming up (unlikeliest)	Managed Accounts I'd be amazed if it came up	Managed Accounts I'd be surprised if it came up.
Health Savings Accounts (HSAs)	Health Savings Accounts (HSAs) No way no how this is coming up (unlikeliest)	Health Savings Accounts (HSAs) I'd be amazed if it came up	Health Savings Accounts (HSAs) I'd be surprised if it came up.
Fees	Fees No way no how this is coming up (unlikeliest)	Fees I'd be amazed if it came up	Fees I'd be surprised if it came up.
Share classes	Share classes No way no how this is coming up (unlikeliest)	Share classes I'd be amazed if it came up	Share classes I'd be surprised if it came up.
CARES Act aftermath (distributions, loans, etc.)	CARES Act aftermath (distributions, loans, etc.) No way no how this is coming up (unlikeliest)	CARES Act aftermath (distributions, loans, etc.) I'd be amazed if it came up	CARES Act aftermath (distributions, loans, etc.) I'd be surprised if it came up.
Loans	Loans No way no how this is coming up (unlikeliest)	Loans I'd be amazed if it came up	Loans I'd be surprised if it came up.
Collective investment trusts	Collective investment trusts No way no how this is coming up (unlikeliest)	Collective investment trusts I'd be amazed if it came up	Collective investment trusts I'd be surprised if it came up.
Litigation	Litigation No way no how this is coming up (unlikeliest)	Litigation I'd be amazed if it came up	Litigation I'd be surprised if it came up.
Non-qualified deferred compensation (NQDC) plans	Non-qualified deferred compensation (NQDC) plans No way no how this is coming up (unlikeliest)	Non-qualified deferred compensation (NQDC) plans I'd be amazed if it came up	Non-qualified deferred compensation (NQDC) plans I'd be surprised if it came up.
Saver’s Credit	Saver’s Credit No way no how this is coming up (unlikeliest)	Saver’s Credit I'd be amazed if it came up	Saver’s Credit I'd be surprised if it came up.

Anything else? Comments on the above?

Question Title

* 3. What are the three things you HOPE don't come up in conversations with plan sponsors this year?

	Really, really hoping this doesn't come up...	Hoping this won't come up...	I'd really rather it didn't come up.
Non-qualified deferred compensation (NQDC) plans	Non-qualified deferred compensation (NQDC) plans Really, really hoping this doesn't come up...	Non-qualified deferred compensation (NQDC) plans Hoping this won't come up...	Non-qualified deferred compensation (NQDC) plans I'd really rather it didn't come up.
Pooled Employer Plans (PEPs)	Pooled Employer Plans (PEPs) Really, really hoping this doesn't come up...	Pooled Employer Plans (PEPs) Hoping this won't come up...	Pooled Employer Plans (PEPs) I'd really rather it didn't come up.
Fees	Fees Really, really hoping this doesn't come up...	Fees Hoping this won't come up...	Fees I'd really rather it didn't come up.
Share classes	Share classes Really, really hoping this doesn't come up...	Share classes Hoping this won't come up...	Share classes I'd really rather it didn't come up.
CARES Act aftermath (distributions, loans, etc.)	CARES Act aftermath (distributions, loans, etc.) Really, really hoping this doesn't come up...	CARES Act aftermath (distributions, loans, etc.) Hoping this won't come up...	CARES Act aftermath (distributions, loans, etc.) I'd really rather it didn't come up.
Required minimum distributions	Required minimum distributions Really, really hoping this doesn't come up...	Required minimum distributions Hoping this won't come up...	Required minimum distributions I'd really rather it didn't come up.
Loans	Loans Really, really hoping this doesn't come up...	Loans Hoping this won't come up...	Loans I'd really rather it didn't come up.
Lifetime income options	Lifetime income options Really, really hoping this doesn't come up...	Lifetime income options Hoping this won't come up...	Lifetime income options I'd really rather it didn't come up.
Managed Accounts	Managed Accounts Really, really hoping this doesn't come up...	Managed Accounts Hoping this won't come up...	Managed Accounts I'd really rather it didn't come up.
Saver’s Credit	Saver’s Credit Really, really hoping this doesn't come up...	Saver’s Credit Hoping this won't come up...	Saver’s Credit I'd really rather it didn't come up.
Target date fund glidepath(s)	Target date fund glidepath(s) Really, really hoping this doesn't come up...	Target date fund glidepath(s) Hoping this won't come up...	Target date fund glidepath(s) I'd really rather it didn't come up.
Litigation	Litigation Really, really hoping this doesn't come up...	Litigation Hoping this won't come up...	Litigation I'd really rather it didn't come up.
Recordkeeper consolidation	Recordkeeper consolidation Really, really hoping this doesn't come up...	Recordkeeper consolidation Hoping this won't come up...	Recordkeeper consolidation I'd really rather it didn't come up.
Collective investment trusts	Collective investment trusts Really, really hoping this doesn't come up...	Collective investment trusts Hoping this won't come up...	Collective investment trusts I'd really rather it didn't come up.
Health Savings Accounts (HSAs)	Health Savings Accounts (HSAs) Really, really hoping this doesn't come up...	Health Savings Accounts (HSAs) Hoping this won't come up...	Health Savings Accounts (HSAs) I'd really rather it didn't come up.
Ready for anything!	Ready for anything! Really, really hoping this doesn't come up...	Ready for anything! Hoping this won't come up...	Ready for anything! I'd really rather it didn't come up.

Anything else? Comments on the above?

Question Title

* 4. What are the three things you plan to push to the top of the discussion list with plan sponsors this year?

	Top of my list	Pretty high up on my list	We'll get around to it...
Target date fund glidepath(s)	Target date fund glidepath(s) Top of my list	Target date fund glidepath(s) Pretty high up on my list	Target date fund glidepath(s) We'll get around to it...
Required minimum distributions	Required minimum distributions Top of my list	Required minimum distributions Pretty high up on my list	Required minimum distributions We'll get around to it...
Lifetime income options	Lifetime income options Top of my list	Lifetime income options Pretty high up on my list	Lifetime income options We'll get around to it...
Health Savings Accounts (HSAs)	Health Savings Accounts (HSAs) Top of my list	Health Savings Accounts (HSAs) Pretty high up on my list	Health Savings Accounts (HSAs) We'll get around to it...
Loans	Loans Top of my list	Loans Pretty high up on my list	Loans We'll get around to it...
CARES Act aftermath (distributions, loans, etc.)	CARES Act aftermath (distributions, loans, etc.) Top of my list	CARES Act aftermath (distributions, loans, etc.) Pretty high up on my list	CARES Act aftermath (distributions, loans, etc.) We'll get around to it...
Saver’s Credit	Saver’s Credit Top of my list	Saver’s Credit Pretty high up on my list	Saver’s Credit We'll get around to it...
Litigation	Litigation Top of my list	Litigation Pretty high up on my list	Litigation We'll get around to it...
Recordkeeper consolidation	Recordkeeper consolidation Top of my list	Recordkeeper consolidation Pretty high up on my list	Recordkeeper consolidation We'll get around to it...
Fees	Fees Top of my list	Fees Pretty high up on my list	Fees We'll get around to it...
Pooled Employer Plans (PEPs)	Pooled Employer Plans (PEPs) Top of my list	Pooled Employer Plans (PEPs) Pretty high up on my list	Pooled Employer Plans (PEPs) We'll get around to it...
Non-qualified deferred compensation (NQDC) plans	Non-qualified deferred compensation (NQDC) plans Top of my list	Non-qualified deferred compensation (NQDC) plans Pretty high up on my list	Non-qualified deferred compensation (NQDC) plans We'll get around to it...
Share classes	Share classes Top of my list	Share classes Pretty high up on my list	Share classes We'll get around to it...
Collective investment trusts	Collective investment trusts Top of my list	Collective investment trusts Pretty high up on my list	Collective investment trusts We'll get around to it...
Managed Accounts	Managed Accounts Top of my list	Managed Accounts Pretty high up on my list	Managed Accounts We'll get around to it...

Anything else? Comments on the above?

Question Title

* 5. OK, last question; how're you doing (check all that apply today)?

I'm good.

I'm great.

I'm hanging in there.

There are good days & not-so-good days.

What day IS it, anyway?

I'm as good as can be expected.

want to expand on that?

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* 6. Other comments about topics for discussion, topics that aren't likely to be topics of discussion (even if they should be), topics that you hope won't be topics of discussion (even if they should be), topics that you plan to push for discussion (especially because they should be), or life in general?

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

Advisor

Provider

TPA

Plan sponsor

Recordkeeper

Wholesaler

Consultant

Other (please specify)

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

Under $10 million in assets

$10-$20 million

$20-$50 million

$50-100 million

$100 million - $250 million

$250 million - $500 million

Above $500 million

Other (please specify)

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* 9. Suggestions for future survey questions? Seriously - what would you like to know about/from your fellow NAPA-Net readers? Or what would you like to be asked?

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* 10. All responses are confidential, of course - but just in case you would like a response - or want me to know you responded - or just want to say hi - here's your chance to do so (don't forget your email)!