Calling all retirement specialist plan advisers! This is your last chance to take our annual Retirement Plan Adviser and Top 100 Survey!
Plan advisers and adviser teams looking to be considered for our 2020 Top 100 Retirement Plan Adviser listing must complete the first step in this process by end-of-day Wednesday, September 25. The Retirement Plan Adviser (RPA) Survey is a 30 to 40 question survey that should take about 15 minutes to complete. Interested parties can submit their response here: https://strategici.iad1.qualtrics.com/jfe/form/SV_abCXllJyUM8vxfD?acl=MDV675
Our annual Top 100 list is drawn directly from this survey to recognize advisers at the top of their respective peer groups in terms of assets under advisement (AUA) or number of retirement plan clients—including sponsors of defined contribution (DC), defined benefit (DB) and nonqualified plans.
Please note that the evaluation process for this year has changed. The RPA Survey will be used to identify advisers/teams that will receive a 2nd survey (the Adviser Practice Management Survey) in October.
Combined, these two surveys will be used to determine eligibility for the Top 100. Adviser teams will be required to have a representative number of the team’s advisers (i.e., roughly 50% of retirement plan advisers, up to a maximum of 25) complete the RPA Survey while the Adviser Practice Management Survey will only need to be completed once per office/team. Any questions regarding the survey can be directed to firstname.lastname@example.org.