PLANADVISER Subscription Services


In order to receive a free copy of PLANADVISERdash twice weekly e-mail newsletter you are required to complete the brief form below.
Once registered you can use your Login ID to manage your subscriptions.

If you have already registered and need to adjust your subscription information, please Login to manage your subscriptions.


Are you a plan adviser?  
Choose a Login ID:    
Choose Password:  
Email:  
First Name:  
Last Name:  
Title:  
Company:  
Address:  
Zip Code:  
City:  
State:   
Telephone:  
 
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. How would you like to receive your PLANADVISERdash twice weekly e-mail newsletter?  
 
9. Would you like a FREE "TRIAL" SUBSCRIPTION to PLANADVISER magazine?  
 
10. Personal Identifier: In what city were you born? (We need a personal identifier for the annual auditing of our circulation)