Why Do Plan Sponsors "Leave?"

A recent Cogent report suggests that fees are the most common reason for switching recordkeepers.  But is that your experience?

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1. In the accounts you've acquired over the last 12 months, what was their primary reason for changing recordkeepers?

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2. Was that the only reason?

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3. If fees were an issue in the decision, how much in fees did they save with the change? 

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4. How has that changed as a plan sponsor criteria over the past 12 months? 

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5. Other thoughts about provider changes, fees, the prioritization of fees in the decision to make a change in providers, or anything along those lines?

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6. What is your role working with retirement plans?

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7. What size plans do you PRIMARILY work with?

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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...

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