2021 Advisors' Choice Voting

Advisor's Choice Award:

Advisors work with a variety of recordkeepers across different market segments, and in support of an plans of all sizes and complexities. As such, they are extraordinarily well-positioned to compare and evaluate the strengths (and weaknesses) of this critical service.

This is your opportunity as a retirement plan advisor to provide input on the capabilities of the nation's leading recordkeeping firms in a number of key service categories. Please rate only the capabilities of the firm(s) you work with, with:

• 5 - Being "world class" service capabilities
• 3 - Being functional
• 1 - Well, needs work

Note: Please only respond to capabilities within the market(s) you actually target/experience.

Rules:

This survey is for advisors only.  Entries without a valid, professional email address will be disregarded.

Voting Results:

Results will be published in a future issue of NAPA-Net the Magazine and on NAPA Net.