We’re looking for insights from advisers who work with individual retirement accounts – and have something for your trouble.
The American Retirement Association is currently developing a new credential for advisers who work with individual retirement accounts (IRAs). While we are doing so with an eye toward the implications of the new fiduciary regulation in working with those accounts, we want to start with understanding how advisers who work with those accounts spend their day.
To capture that information, we have developed an online survey. This survey data will be the primary basis for determining the scope of the credential and weighting of content for the examination. Your support by participating in this survey is vital to ensure the program reflects marketplace practices and provides a valid measure of a financial adviser's knowledge.
We know your time is valuable – and we’d like to reward your participation with a summary of the results of this survey, once it has been completed.
Please note that you may complete portions of the survey and return to it at a later time through the link emailed to you.
If you have any difficulty accessing the survey or questions about the survey, please email [email protected] or call 703-516-9300 ext. 179.
You can access the survey at https://www.research.net/r/9VJCJHK.
