Is your retirement-plan practice in sync with the times? Take this 3-minute quiz to find out.
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I use an independent benchmarking service to complement my work
I conduct my own benchmarking through RFP requests
I don’t perform benchmarking services
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Act as a 3(21) co-fiduciary
Act as a 3(38) investment manager
I don’t accept fiduciary responsibility
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Target-date funds
Target-risk funds
Managed accounts
Cash or stable value
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Proprietary
Open architecture
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Auto rebalance only
Auto contribution increase only
Auto rebalance and auto contribution increase
None of the above
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Yes, I always recommend auto enrollment to my plans
Yes, I sometimes encourage auto enrollment based on participant demographics
Yes, in combination with auto contribution increase
No, I do not encourage auto enrollment for any of my plans
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Less than 50%
50-75%
Over 75%
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Offer a core lineup of funds only
Offer a core lineup plus model/target date portfolios
Offer a core lineup, models/target date portfolios, plus a managed account solution
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Web
Print (hard copy)
Social media
Mobile and text
Employee meetings
All of the above
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Accumulation focused (total dollar amount needed at retirement)
Retirement income focused (monthly income needed in retirement)
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