NAPA Net - Polling Places 082622

The Best…and the Worst?

Much has been said of late about the so-called “great resignation”, and the impact on the workforce and workforce structure, not to mention benefits and retirement timing. So, how is “it” affecting your plans?

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1. Do you recommend automatic enrollment?

Every chance I get.

It depends.

No.

Not so much these days.

Not really, though I will discuss it.

Any comments?

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2. When you recommend automatic enrollment, what is the starting deferral rate you generally recommend?

I don't recommend automatic enrollment.

10%

More than 10%

Any comments?

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3. When you recommend automatic enrollment, do you also recommend deferral rate acceleration?

No.

It depends.

Yes, but not at the same time.

Yes, always.

Rarely.

Sometimes.

Any comments?

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4. Do you promote/recommend reenrollment (the subsequent automatic enrollment of those who have opted out of automatic enrollment at a subsequent date)?

Rarely.

Sometimes.

No.

Yes.

Any comments?

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5. Other comments about automatic designs, their utility (or lack thereof), the receptivity among plan sponsors (or lack thereof), how plan participants respond (or don't), and whatever ideas/thoughts/recommendations you might be using in their place these days (or not)...or life in general?

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6. What is your role working with retirement plans?

Advisor

Provider

TPA

Plan sponsor

Recordkeeper

Other (please specify)

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7. 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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8. Suggestions for future survey questions?

Question Title

9. 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...

Question Title

* 1. Do you recommend automatic enrollment?

Question Title

* 2. When you recommend automatic enrollment, what is the starting deferral rate you generally recommend?

Question Title

* 3. When you recommend automatic enrollment, do you also recommend deferral rate acceleration?

Question Title

* 4. Do you promote/recommend reenrollment (the subsequent automatic enrollment of those who have opted out of automatic enrollment at a subsequent date)?

Question Title

* 5. Other comments about automatic designs, their utility (or lack thereof), the receptivity among plan sponsors (or lack thereof), how plan participants respond (or don't), and whatever ideas/thoughts/recommendations you might be using in their place these days (or not)...or life in general?

Question Title

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

Question Title

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

Question Title

* 8. Suggestions for future survey questions?

Question Title

* 9. 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...

1. Do you recommend automatic enrollment?

2. When you recommend automatic enrollment, what is the starting deferral rate you generally recommend?

3. When you recommend automatic enrollment, do you also recommend deferral rate acceleration?

4. Do you promote/recommend reenrollment (the subsequent automatic enrollment of those who have opted out of automatic enrollment at a subsequent date)?

5. Other comments about automatic designs, their utility (or lack thereof), the receptivity among plan sponsors (or lack thereof), how plan participants respond (or don't), and whatever ideas/thoughts/recommendations you might be using in their place these days (or not)...or life in general?

6. What is your role working with retirement plans?

7. What size plans do you PRIMARILY work with?

8. Suggestions for future survey questions?

9. 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...