NAPA Net - Polling Places 021717

Are You Talking About Tax Reform?

The history of retirement plans and tax reform suggest that what’s good for one won’t be as good for the other. Indeed, the last time we had tax reform the impact on retirement savings limits – and plan formation – wasn’t good (to say the least).

This week, we’d like to know (courtesy of a reader suggestion) what are you saying about tax reform?

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* 1. Are you talking about tax reform to your plan sponsor clients?

Yes

To some, but not all

It depends

Only if they bring it up

Not yet

Other (please specify)

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* 2. If so, what are you saying about it (check all that apply)?

Be careful/vigilant

Contact their representatives on Capitol Hill

Importance of current tax preferences/deferrals

What happened last time, and how it could happen again

Other (please specify)

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* 3. Are your plan sponsor clients asking YOU about tax reform?

Yes

Some, but not all

Other (please specify)

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* 4. Any other comments about tax reform, talking about tax reform, dealing with tax reform, or barely being able to remember tax reform - or life in general?

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* 1. Are you talking about tax reform to your plan sponsor clients?

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* 2. If so, what are you saying about it (check all that apply)?

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* 3. Are your plan sponsor clients asking YOU about tax reform?

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* 4. Any other comments about tax reform, talking about tax reform, dealing with tax reform, or barely being able to remember tax reform - or life in general?

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* 5. Suggestions for future survey questions?