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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?
1.
Who taught you most about finance?
Mom
Dad
Both Mom & Dad
Neither Mom nor Dad
Comments on who and how?
2.
Who taught you most about relationships?
Mom
Dad
Both Mom & Dad
Neither Mom nor Dad
Comments on who and how?
3.
Who taught you most about work?
Mom
Dad
Both Mom & Dad
Neither Mom nor Dad
Comments on who and how?
4.
Who taught you most about life?
Mom
Dad
Both Mom & Dad
Neither Mom nor Dad
Comments on who and how?
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?
6.
Your gender...
Male
Female
Prefer not to specify.
7.
Random question - have you read the SEC's new Reg BI rule yet?
Yes
No
Started.
Relied on NAPA-Net's summary.
Relied on someone else's summary.
Comments on those discussions (or lack thereof)?
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?
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?
10.
What is your role working with retirement plans?
Advisor
Provider
TPA
Plan sponsor
Recordkeeper
Other (please specify)
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)
12.
Suggestions for future survey questions?
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...