NAPA Net - Polling Places 041318

What Are You Planning for National Retirement Planning Week?

As you may have heard – and even if you haven’t - this is National Retirement Planning Week, a “national effort to help consumers focus on their financial needs in retirement.”

The goal – not that it requires a special week - is to promote the importance of comprehensive retirement planning. Despite developing trends that have made planning for and funding retirement more difficult – it is still possible to “Retire On Your Terms” if comprehensive retirement plans are properly developed and managed.

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* 1. Surveys continue to show that most Americans have never made even a single attempt to do a retirement needs calculation - while the reasons are surely varied, what do you think is the single biggest reason why they haven't?

They don't have access to a retirement plan advisor.

They don't have access to a retirement plan at work.

They don't have retirement savings.

They don't know how.

They don't know where.

They just don't have time.

They plan to do it later.

They're afraid of the answer.

Something else (please specify)

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* 2. What tool(s) do you use to help participants plan for retirement?

calculators provided by the recordkeeper(s)

proprietary software

standalone online calculators

Something else(please specify)

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* 3. Will you do anything special related to National Retirement Planning Week?

Hadn't planned to, but maybe now...

Maybe.

No.

Yes.

Something else(please specify)

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* 4. Other comments about retirement planning, the lack of retirement planning, national retirement planning week, plans for national retirement planning week or life in general?

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

Advisor

Provider

TPA

Plan sponsor

Recordkeeper

Other (please specify)

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* 6. 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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* 7. Suggestions for future survey questions?

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* 8. 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...