NAPA Net - Polling Places 101218 & 101918

Compared with a Year Ago...

They say that time flies when you’re having fun, but time has a funny way of passing faster than you think once you have a chance to stop and look back. This week, we’d like to know how things look to you compared to a year ago on a number of fronts.

Question Title

* 1. Compared with a year ago, are you working....

harder

less hard

about the same

Something else (please specify)

Question Title

* 2. Compared with a year ago, have you reduced the number of recordkeepers you work with?

Yes, but it wasn't my decision.

No.

Yes.

Uh, I AM a recordkeeper.

Something else (please specify)

Question Title

* 3. If you have reduced the number of recordkeepers you partner/work with, why?

Question Title

* 4. How often do you do a retirement needs projection for YOU?

Once a quarter

Once a month

Once a year

Once every couple of years

Now that you mention it...

Something else (please specify)

Question Title

* 5. Is your watch/timepiece (not cellphone) currently....

Set to be more than 5 minutes fast

Set 5 minutes fast

Set to the exact time.

Set 5 minutes slow

Don't wear a watch

Something else (please specify)

Question Title

* 6. Speaking of timepieces, most of us will be setting our clocks back in a couple of weeks for Daylight Saving Time. When will you change your clocks/devices?

The night before.

The next morning when I get up.

Don't have to change clocks - my devices all do that automatically.

Precisely at 2 a.m.

Just before I go to bed the night before.

Don't have to change time where I live.

Something else (please specify)

Question Title

* 7. How long does it take you to get to work (most days)?

More than an hour.

Half hour to an hour.

10 minutes to a half hour.

5-10 minutes.

More than 2 hours.

Something else (please specify)

Question Title

* 8. Oh, and in case you missed your chance last week, what's the dumbest question you've ever been asked in an investment/plan committee meeting?

Question Title

* 9. Other comments about random personal things, business practices over the past year, shifts in business practices over the past year, plans for the next year, concerns about the last year (and the year ahead), or life in general?

Question Title

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

Advisor

Provider

TPA

Plan sponsor

Recordkeeper

Other (please specify)

Question Title

* 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)

Question Title

* 12. Suggestions for future survey questions?

Question Title

* 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...