NAPA Net - Polling Places 061419

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. Who taught you most about finance?

Mom

Dad

Both Mom & Dad

Neither Mom nor Dad

Comments on who and how?

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* 2. Who taught you most about relationships?

Mom

Dad

Both Mom & Dad

Neither Mom nor Dad

Comments on who and how?

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* 3. Who taught you most about work?

Mom

Dad

Both Mom & Dad

Neither Mom nor Dad

Comments on who and how?

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* 4. Who taught you most about life?

Mom

Dad

Both Mom & Dad

Neither Mom nor Dad

Comments on who and how?

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* 5. Were those life lessons...

Explicit/by word(s)

Implicit/by example

Both implicit and explicit

Must have been genetic

Comments on who and how?

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* 6. Your gender...

Male

Female

Prefer not to specify.

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* 7. Random question - 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 those discussions (or lack thereof)?

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* 8. Another random question - 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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* 9. Any other comments about life lessons, the lack of life lessons, the origin of life lessons, the role of parents in life lessons, the nature of life lessons, random questions, random questions about Reg BI, random answers about Reg BI, or life in general?

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

Advisor

Provider

TPA

Plan sponsor

Recordkeeper

Other (please specify)

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* 11. 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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* 12. Suggestions for future survey questions?

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* 13. 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...