Updated Wednesday, April 23, 2014 as of 8:41 AM ET

Retirement Advisor Confidence Index

Sponsored by: ADP

Welcome to Financial Planning's Retirement Advisor Confidence Index. The RACI, created in partnership with ADP, is a monthly economic indicator that leverages the unparalleled insight of accountants into the strength and prospects of businesses in the U.S.

The RACI is created from a monthly poll of Financial Planning's Executive Research Council, an online community of more than one thousand tax and accounting professionals, who are asked to provide their short-term and mid-term estimates of the growth prospects of their own firms, their small, midsized and large business clients, and of the U.S. economy as a whole. Their responses are weighted and averaged to produce the RCI, with the most prominence given to the forecasts for their small-business clients (with a weighting of 4), followed by midsized clients (3), large clients (2), and their own firms and the economy (1 each).

Members of the ERC are also polled about a range of other issues and topics, from best practices in running an accounting firm to their use of the latest technology, and much more, with the results reported monthly.


Previous Retirement Advisor Confidence Indexes

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