In last week’s Question of the Week we asked, “What contributes more to a plan sponsor's loyalty, satisfaction and sense of value regarding their advisor?” Here are the results of the voting, expressed in percentages:
• Advisor's technical expertise and product knowledge are far more important = 6%
• Quality of the customer experience delivered by the advisor is far more important = 58%
• They're about equally important = 36%
This week’s question is: “As participants enter their retirement years (about age 65), what is their median balance in all DC plan accounts in their household, including those held by a significant other, partner or spouse?” It can be found at the bottom of the right column of any page on the portal. On mobile devices, scroll all the way to the bottom. (Speaking of mobile devices, a reminder to use your device’s browser to bookmark the NAPA Net home page. This will create an icon on your device’s home page.)
