NAPA Net - Polling Places 111221

How Will Your Practice(s) Shift in 2022?

There are mere weeks left in 2021 – and as we look back – and peer forward – for this week’s reader radar we’ll run through a lightning round gamut of trends, threats & potential opportunities.
 

We’ll keep it short, and relatively simple – just 5 questions to give you a chance to reflect on how you think different elements of your practice will evolve, expand, or – not in the months ahead.
1.Do you see recordkeeper consolidation as an opportunity or a threat for your practice?
2.In 2022, how/will financial wellness fit with your practice?
3.In 2022, will you be talking about in-plan retirement income options?
4.In 2022 are you more likely to advocate for managed accounts or target-date funds?
5.In 2022, do you expect that what you charge for your services will, generally speaking...
6.What key factor(s) not listed above do you expect to be a significant factor in your practice in 2022?
7.What is your role working with retirement plans?
8.What size plans do you PRIMARILY work with?
9.Suggestions for future survey questions?  What would YOU like to ask other NAPA-Net readers?
10.Want (me) to say "hi"?  leave your email!
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