NAPA Net - Polling Places 091418

Will Anything Come of the Executive Orders?

Just ahead of the Labor Day weekend, President Trump signed an Executive Order directing the Labor and Treasury departments to consider several new retirement initiatives. This week, we’d like to know what you think – and what, if anything – you think might result.

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* 1. Which one of the three initiatives contained in the executive orders are you most excited about?

I'm equally excited about all of them

I'm not excited about any of them

to at least look into and consider changes to the life expectancy assumptions imbedded in current required minimum distribution calculations.

to look into ways to expand access to multiple employer plans (MEPs), and even more specifically, to look into ways to expand access to workplace retirement plans by those with “non-traditional employer-employee relationships,”

to review ways to make retirement plan disclosures more “understandable and useful,” including a consideration of a “broader use” of electronic disclosures

Something else?

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* 2. Any comments?

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* 3. Which of the three initiatives contained in the executive orders do you think will have the most impact on retirement savings/security?

I'm equally excited about all of them

I'm not excited about any of them

It really depends on the final recommendations

to at least look into and consider changes to the life expectancy assumptions imbedded in current required minimum distribution calculations.

to review ways to make retirement plan disclosures more “understandable and useful,” including a consideration of a “broader use” of electronic disclosures

something else?

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* 4. Any comments?

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* 5. What do you think will be the most likely outcome of the Executive Orders?

Recommendations that won't go anywhere

I've no earthly idea

Nothing

Recommendations, of which some will become regulation changes

Recommendations that will become regulation changes

Something else?

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* 6. So, if you were President (or were to be asked by the President to recommend) and looking for areas on which you'd like to see an Executive Order that would help enhance retirement security - what would you include?

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* 7. Other comments about executive orders, the potential impact of executive orders, the likely outcome of executive orders, the likely outcomes of these specific executive orders, the need for executive orders, or life in general?

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* 8. What is your role working with retirement plans?

Advisor

Provider

TPA

Plan sponsor

Recordkeeper

Other (please specify)

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* 9. 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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* 10. Suggestions for future survey questions?

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* 11. 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...