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.
Today we are providing retirement plan advisors with an opportunity to provide input on the capabilities of the nation's leading recordkeeping firms in a number of key service categories. While individual plan needs and priorities can vary, we’re looking for your input based on your experience with 13 separate service/support categories in five distinct market segments.
To do so, you go to the link below, click on the button for the appropriate group of providers, and once you’ve pulled up that page, use the drop down list to find the recordkeeper(s) you work with (please only rate the recordkeepers with which you have actual working experience), and then click “select” to access the service criteria rating.
It all starts at https://www.napa-net.org/2021-advisors-choice-voting
Results will be published in a future issue of NAPA Net the Magazine and on NAPA Net.
PLEASE NOTE: THIS SURVEY IS FOR ADVISORS ONLY. Entries without a valid, professional email address will be disregarded.
RECORDKEEPERS: If you’re not on the list, and would like to be included, please email me at [email protected].
