Prudent Practices Applied Survey

 

Thank you so very much for your time and participation in this valuable study to be discussed at the May 2011 Fi360 Conference in Texas. No personal or identifying data is collected in this survey so please be as honest as possible with your answers.

This survey is intented to address the practices as it relates to ERISA defined contribution and defined benefit plans you service.

Please review the questions and answer them to the best of your ability. If you have any questions, feel free to contact me directly at 412-977-9304.

Sharon Pivirotto
COO
Financial Service Standards, LLC


P.S. So you know what to expect...

There are 3 demographic questions,
27 multiple choice questions about the practices (similar to a consultants SAFE), and
5 comment field questions.