A Chartbook Designed for Institutional Investors

First Name *

Last Name *

Email *

Company

Select what best describes you... * Financial AdvisorIndividual InvestorEndowment/FoundationInvestment Consultant401(k) Plan SponsorInstitutional/CorporateTaft-HartleyCPAAttorneyPress/Media

Are you a business owner? * YesNo

What is your primary responsibility? * CEO/Executive DirectorFundraising/DevelopmentFinance/InvestmentBoard Member/TrusteeMarketing/CommunicationsAdministrativeVolunteer/InternOther

Job level/seniority * Entry LevelSenior/ManagerDirector/VPExecutiveVolunteer

Is your practice primarily... * Retirement PlansRetailRetirement Plans & Retail

What scoring tools do you use? * Fi360GRPLPLRPAGOtherI don't use a scoring tool

Do you work with Taft-Hartley or union plans? * YesNo

What best describes your current role? * Active MemberActuaryAdministratorAttorneyConsultantContractorLabor TrusteeManagement TrusteeRetireeOther

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