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?

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

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

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

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

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

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

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

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* 8. Suggestions for future survey questions?

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