Are you consolidating?

There’s a lot of talk about how advisors are, or are thinking about, cutting back on the recordkeeping providers they work with – this week we’d like to know what you’re seeing, doing, or thinking about doing on that front.

And if you are a recordkeeper/TPA, there are questions for you below as well.

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1. How many recordkeeping providers do you currently work with?

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2. How does that compare with a year ago?

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3. Are you planning to reduce that number by the end of this year?

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4. If so, what criteria will you use (choose all that apply)?

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5. What criteria is your primary criteria?

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6. If you’re a recordkeeper/TPA, are you seeing any consolidation moves by advisors?

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7. If so, what criteria do you see being applied (choose all that apply)?

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8. When do you (normally) read NAPA-Net?

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9. Do you normally respond to our weekly reader poll?

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10. If not, why not?

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11. What is your role working with retirement plans?

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12. What size plans do you PRIMARILY work with?

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13. Any other comments about consolidating, thinking about consolidating, reading about consolidating, or responding to surveys about consolidating?

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14. Suggestions for future survey questions?

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15. 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...

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