NAPA Net - Polling Places 091815

How Engaged are Your Plan Sponsor Clients?

Plan sponsors have a demanding job, dealing with sensitive participant issues, complicated regulatory requirements, and the ever-present overhang of personal liability.

But how aware and engaged are your plan sponsor clients?

Question Title

1. How many plan sponsor clients do you work with?

1-5

5-10

10-25

25-100

More than 100

Question Title

2. On the whole, would you characterize their involvement with their retirement plan as:

Engaged and intelligent

Interested, but distracted

Pulled in a lot of different directions

Going through the motions

They defy generalization.

Other (please specify)

Question Title

3. How many of your plan sponsor clients know they are a fiduciary?

All of them.

Most of them (goodness knows, I’ve tried to tell them).

Some of them (though goodness knows, I've tried to tell them).

I'm not sure (though goodness knows, I've tried to tell them).

Other (please specify)

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4. Did they know they were fiduciaries when they hired you?

Yes.

Yes, but they didn’t really understand what it meant.

No.

Some did, others didn’t.

Other (please specify)

Question Title

5. Generally speaking, how much of their time/energy is spent on retirement plans?

100%

More than 80%

More than half

Less than half

Much less than half

I’ve no earthly idea.

Other (please specify)

Question Title

6. Has that changed since you have been working with them?

No.

Yes, it’s increased

Yes, it’s decreased.

For some increased, others decreased.

I’m not sure.

Other (please specify)

NAPA Net - Polling Places 091815

How Engaged are Your Plan Sponsor Clients?

Question Title

1. How many plan sponsor clients do you work with?

Question Title

2. On the whole, would you characterize their involvement with their retirement plan as:

Question Title

3. How many of your plan sponsor clients know they are a fiduciary?

Question Title

4. Did they know they were fiduciaries when they hired you?

Question Title

5. Generally speaking, how much of their time/energy is spent on retirement plans?

Question Title

6. Has that changed since you have been working with them?

Question Title

7. Got any interesting stories to share about plan sponsor engagement (or the lack thereof), or your efforts in that regard?

Question Title

8. Suggestions for future survey questions?

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* 1. How many plan sponsor clients do you work with?

Question Title

* 2. On the whole, would you characterize their involvement with their retirement plan as:

Question Title

* 3. How many of your plan sponsor clients know they are a fiduciary?

Question Title

* 4. Did they know they were fiduciaries when they hired you?

Question Title

* 5. Generally speaking, how much of their time/energy is spent on retirement plans?

Question Title

* 6. Has that changed since you have been working with them?

Question Title

* 7. Got any interesting stories to share about plan sponsor engagement (or the lack thereof), or your efforts in that regard?

Question Title

* 8. Suggestions for future survey questions?

1. How many plan sponsor clients do you work with?

2. On the whole, would you characterize their involvement with their retirement plan as:

3. How many of your plan sponsor clients know they are a fiduciary?

4. Did they know they were fiduciaries when they hired you?

5. Generally speaking, how much of their time/energy is spent on retirement plans?

6. Has that changed since you have been working with them?

7. Got any interesting stories to share about plan sponsor engagement (or the lack thereof), or your efforts in that regard?

8. Suggestions for future survey questions?