NAPA Net - Polling Places 010816

How Did You Come to Work With Retirement Plans?

I’ve rarely met someone working with retirement plans who planned to work with retirement plans, though the various stories are frequently not only informative, but inspiring.

As we start off the new year, we'd like to give you an opportunity to share your story/experience - anonymously, of course!

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* 1. 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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* 2. How long have you been working with retirement plans?

less than 5 years

5-10 years

10-15 years

15-20 years

> 20 years

Other (please specify)

NAPA Net - Polling Places 010816

How Did You Come to Work With Retirement Plans?

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

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* 2. How long have you been working with retirement plans?

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* 3. What was your first job working with retirement plans?

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* 4. What was your job immediately before starting to work with retirement plans?

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* 5. What (or who) motivated you to work with retirement plans?

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* 6. Any regrets about your decision to work with retirement plans?

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* 7. Any other comments about working with retirement plans, the decision to do so, and/or the path(s) that brought you here?

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* 8. Suggestions for future survey questions?