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NAPA Net - Polling Places 041919

Are Your Plan Sponsor Clients Trained?

Many of us in the retirement plan space didn’t plan to be here – and that’s often the case for plan sponsors as well.

Sure, many studied to work in human resources, others in treasury/finance – but working with retirement plans? 
1.How were YOU trained to do your job?
2.While it may be hard to generalize, for the MOST part, how well trained/informed are your plan sponsor clients to do their job?
3.If your plan sponsor clients are trained, how were they trained?
4.In what area(s) do your plan sponsor clients most need training (check all that apply)?
5.Speaking of plan sponsor training, have you heard about the new Certified Plan Sponsor Professional credential?
6.Any other comments about training, lack of training, the need for training, the quality of training, the lack of quality training, having training imposed on you, or life in general (trained or otherwise?)?
7.What is your role working with retirement plans?
8.What size plans do you PRIMARILY work with?
9.Suggestions for future survey questions?
10.All responses are anonymous and confidential, of course - but if you'd like me to know who you are, or allow for a response, you can leave your email below...
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