1. Plan Sponsor Services

Plan Sponsor Services

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* 1. How often have you heard from your dedicated Relationship Manager and National Life in 2021?

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* 2. If you need assistance, do you know who is your dedicated National Life Group home office contact?

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* 3. Rank in order what is the most important service your vendors provide?
(1 - most important, 4 - least important)

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* 4. Would you like to include another notable, important vendor service not listed in the question above? If so, please describe here:

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* 5. Are you considering making any changes to your 403(b) and/or 457(b) plan within the next year?

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* 6. If you answered Yes, please provide some insight and timing to the upcoming changes:

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* 7. We recently launched our Plan Sponsor Resource Center. Have you found the information useful?

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* 8. We recently launched our Retirement Homeroom. Have your employees found the information useful?