Advisors work with a variety of recordkeepers across different market segments, and in support of plans of all sizes and complexities—and we want togive you a chance to identify the very best.
That’s right, advisors are extraordinarily well-positioned to compare and evaluate the strengths (and weaknesses) of this critical service. We’re providing you with an 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.
The deadline is January 31!
You can weigh in at https://www.napa-net.org/2021-advisors-choice-voting
