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Help Us Learn About the Fiduciary Rule’s Impact!

The Labor Department’s fiduciary regulation will have a huge impact on advisers that work with IRAs. To better understand the impact of these new rules, the National Tax-Deferred Savings Association (NTSA) is conducting a study about how financial advisers work with IRA investors, the knowledge and skills needed, and how those are expected to change in the wake of the new rule.

To better understand what impact the fiduciary rule will have, we are conducting an online survey. We estimate that the survey may take up to 20 minutes to complete. However, participants may complete portions of the survey and return to it a later time.

In order to have a valid sample size, we need a total of 200 respondents. To help make sure we reach that number, we would appreciate your support in forwarding the survey (available at https://www.research.net/r/ZW3W6Z5) to as many as 50-100 advisers who work directly with IRA investors. Our target date to close the survey is May 15.

Thank you for your continued support of NTSA.