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Are you a plan adviser?
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What are the total retirement plan assets that you personally manage?
More than $1 billion
$500MM-$1B
$250MM-$500MM
$100MM-$250MM
$50MM-$100MM
$25MM-$50MM
$10MM-$25MM
Less than $10MM
Not applicable
How many retirement plans do you currently have under advisement?
Less than 10
10-15
16-20
21-30
31-40
More than 40
For how many years have you been an adviser to the retirement plan clients?
Less than 3 years
3-5 years
5-8 years
8-10 years
10-15 years
More than 15 years
Aproximately what percentage of your assets under advisement represents retirement plans?
100%
90-99%
75-89%
50-74%
Less than 50%
Which types of retirement plans do you currently have under advisement? (Check all that apply)
401(k)
403(b)
457
Nonqualified
Defined benefit
Other (please specify below)
What is your adviser affiliation?
Wirehouse
Independent adviser
Regional brokerage
Bank or trust company
Securities brokerage/Broker-Dealer
Law firm
Insurance
CPA firm
Third Party Administrator (TPA)
Plan provider/recordkeeper
Mutual fund company, Investment provider
Pension fund consulting firm
Other (please specify below)
If you are interested in receiving information on any other products from the publishers of PLANSPONSOR, please check all that apply:
Subscription to PLANSPONSOR magazine
PLANSPONSOR Industry reports
PLANSPONSOR Provider reports/Fact sheets
PLANSPONSOR data licenses
Target Date fund research
Who is your broker-dealer firm, if applicable?
Broker-Dealer firm :
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Personal Identifier: In what city were you born? (We need a personal identifier for the annual auditing of our circulation)
Personal Identifier :
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