NAPA Net - Polling Places 062819

Are Virtual Meetings a Reality with Your Practice?

As NAPA-Net readers know, there are few things more valuable in your day than time – and so-called “virtual” meetings cab certainly enhance productivity - but at what relational satisfaction cost?

And, not only committee meetings, are you taking advantage of these platforms for one-on-one meetings with participants? And are there other ways in which you’re utilizing the technology?

Let us know what you’re doing – or not doing – or not yet doing – with this week’s NAPA-Net reader poll.

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* 1. Have you ever used some kind of webcast platform to conduct plan committee meetings?

Yes

For some clients, not all.

For some meetings, not all.

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

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* 2. If you have, how was it received?

Pretty well.

Very well.

Mixed reviews.

Some liked it, others not so much.

It was not a good experience.

It was a disaster.

Comments on the new Reg BI?

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* 3. Have you used that kind of platform for participant/employee meeting/interaction?

Yes, all the time.

Yes, occasionally.

Yes, but only rarely.

No.

Comments on those experience(s)?

Question Title

* 4. Have you used social media (FB, Linked In, Twitter, etc.) as a platform for participant/employee meeting/interaction?

Yes, all the time.

Yes, occasionally.

Yes, but only rarely.

No.

Comments on those experience(s)?

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* 5. Any other comments about committee meetings, virtual webcast platform meetings, the effectiveness of virtual webcast platform meetings (or lack thereof), the use of those platforms for participant interactions, and your experiences with same, or life in general?

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

Advisor

Provider

TPA

Plan sponsor

Recordkeeper

Other (please specify)

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* 7. 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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* 8. Suggestions for future survey questions?

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* 9. 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...