Retirement Practice—Areas of Focus

Your success is our success. Share your valuable insights with us.

Question Title

* 1. What are your most important areas of focus for the next 2-3 years? Rank from most to least important.

Question Title

* 2. What are the most important factors in recommending or selecting a recordkeeping partner for your clients? Rank from most to least important.

Question Title

* 3. If you have chosen Ascensus as the plan provider for any of your clients, what influenced your decision? Select all that apply.

Question Title

* 4. Are there any other areas of focus not mentioned above that are important to you as you aim to evolve your retirement plan practice?

Question Title

* 5. Name:

Question Title

* 6. Email address:

T