NAPA Net - Polling Places 062119

Who Taught You Life Lessons?

We learn much from our parents – and while the lessons aren’t always explicit, and not always attended, this week, we’d like to know which life lessons you learned from whom?

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* 1. Have you read the SEC's new Reg BI rule yet?

Yes

Started.

Relied on NAPA-Net's summary.

Relied on someone else's summary.

Comments on that "read" (or lack thereof)?

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* 2. Thoughts on the new Reg BI?

Better than the original proposal

Worse than the original proposal

No opinion yet.

Comments on the new Reg BI?

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* 3. The Labor Department is rumored to be working on a redo of its fiduciary rule - thoughts on that effort in view of the SEC's efforts here?

It sure would be nice if they were compatible.

Here's hoping it improves on the last attempt.

Here's hoping it's comparable to the last attempt.

I'm just going to wait and see...

Comments on the new Reg BI?

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* 4. Any other comments about regulations, the lack of regulations, the lack of sufficient regulations, the proliferation of regulations that aren't needed, the proliferation of regulations that make things better, the proliferation of regulations that make things worse, random questions, random questions about Reg BI, random answers about Reg BI, 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...