Advisors work with a variety of recordkeepers across different market segments, and in support of an plans of all sizes and complexities. As such, YOU are extraordinarily well-positioned to compare and evaluate the strengths (and weaknesses) of this critical service.
This is your opportunity as a retirement plan advisor to provide input on the capabilities of the nation's leading recordkeeping firms in a number of key service categories. Please rate only the capabilities of the firm(s) you work with, with a "5" being "world class" service capabilities, "3" being functional, and "1" - well, needs work. PLEASE ONLY RESPOND TO CAPABILITIES WITHIN THE MARKET(S) YOU ACTUALLY TARGET/EXPERIENCE. We know that not all recordkeepers listed below actually compete in this particular market segment - so please only rank the recordkeepers that you actively work with in this market segment!
Results will be published in a future issue of NAPA-Net the Magazine and on NAPA Net.
THE FOLLOWING QUESTIONS DEAL WITH PROVIDERS SUPPORTING THE MICRO PLAN (< $1 Million ) ONLY. OTHER SEGMENTS CAN BE FOUND AT https://www.napa-net.org/news-info/daily-news/who-are-nation%E2%80%99s-best-recordkeepers-0
PLEASE NOTE: THIS SURVEY IS FOR ADVISORS ONLY. Entries without a valid, professional email address will be disregarded.