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Are you a plan adviser?  
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First Name:  
Last Name:  
Title:  
Company:  
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City:  
State:   
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1. What are the total retirement plan assets that you personally manage? 
A: More than $1 billion
B: $500MM-$1B
C: $250MM-$500MM
D: $100MM-$250MM
E: $50MM-$100MM
F: $25MM-$50MM
G: $10MM-$25MM
H: Less than $10MM
X: Not applicable
 
2. How many retirement plans do you currently have under advisement? 
A: Less than 10
B: 10-15
C: 16-20
D: 21-30
E: 31-40
F: More than 40
 
3. For how many years have you been an adviser to the retirement plan clients?  
A: Less than 3 years
B: 3-5 years
C: 5-8 years
D: 8-10 years
E: 10-15 years
F: More than 15 years
 
4. Aproximately what percentage of your assets under advisement represents retirement plans?  
A: 100%
B: 90-99%
C: 75-89%
D: 50-74%
E: Less than 50%
 
5. Which types of retirement plans do you currently have under advisement? (Check all that apply)  
A: 401(k)
B: 403(b)
C: 457
D: Nonqualified
E: Defined benefit
X: Other (please specify below)
 
6. What is your adviser affiliation?  
A: Wirehouse
B: Independent adviser
C: Regional brokerage
D: Bank or trust company
E: Securities brokerage/Broker-Dealer
F: Law firm
G: Insurance
H: CPA firm
I: Third Party Administrator (TPA)
J: Plan provider/recordkeeper
K: Mutual fund company, Investment provider
I: Pension fund consulting firm
X: Other (please specify below)
 
7. Who is your broker-dealer firm, if applicable?  
 
8. Would you like to sign-up for the PLANADVISERdash twice weekly e-mail newsletter?  
 
9. Personal Identifier: In what city were you born? (We need a personal identifier for the annual auditing of our circulation)