The Unbelievable Value of 401(k) Participant Data

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It’s incredibly powerful (and profitable), but when it comes to who “owns” participant data, there’s a palpable tension between recordkeepers and advisors…

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Name*
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Company*
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Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
1. What is your organization type? (Check one.)*
- Bank or Trust Company
- Broker/Dealer
- Registered Investment Advisor (RIA) / Investment Advisory Representative (IAR)
- Mutual Fund Investment Advisor
- Insurance
- Plan Provider / Record Keeper
2. What are the total retirement assets you have under advisement? (Check one.)*
- $1 billion-plus
- $500 million – $999.9 million
- $100 million – $499.9 million
- $50 million – $99.9 million
- Less than $50 million
3. Total number of retirement plans you have under advisement: (Check one.)*
- More than 40
- 25 – 40
- 10 – 25
- Less than 10
4. Which types of retirement plans do you currently have under advisement/management?*
- 401(k)
- 403b
- 457
- HSA
5. How long have you been in the retirement business? (Check one.)*
- More than 15 years
- 10 – 15 years
- 3 – 10 years
- Less than 3 years
6. What is your advisory firm affiliation? (Check one.)*
- BD only
- RIA only
- Dually licensed
7. What professional designations do you have?*
- AIF
- CEBS
- CFA
- CFP
- CRPC
- CRPS
- RICP
- Other
- N/A
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