Survey Profile

Over the past 18 months, retirement plan participants have seen their account balances drop by a considerable amount and then regain a portion and as a result Investors are taking a more active role in their financial affairs and are more educated about their options than ever before. Standard mailed statements and quarterly or bi-yearly meetings are not enough for this new brand of tech savvy consumer. Communicating Effectively with Plan Sponsors and Participants focuses on identifying the types of communications and advice participants are seeking today and how they would like that information delivered to them.

• Investor Confidence Post Economic Crisis (NEW)
• Communicating Effectively with Plan Sponsors and Participants (NEW)
• Retain Your Clients During the Economic Crisis
• UHNW Professionals
• International Investing
• Capturing High Balance IRA Rollovers
• Affluent Women and Financial Decisions
• Communicating Effectively with Investors
• Future Trends in Financial Services
• Insurance Opportunities in the Affluent Market
• Meeting the Financial Needs of the Business Owners
• Privacy Concerns of the Affluent Investor
• The Perfect Advisor: Hiring the Right Skills Sets
• Tax Planning and the Affluent Investor
• The Use of Financial Planning in the Affluent Market