Retirement Plan Review Name * First Name Last Name Email * Phone Number Company * What type of plan does your company offer? * Select all that apply 401(k) 403(b) 457 Defined Benefit (Pension) Profit Sharing ESOP SIMPLE/SEP What are the Assets of the plan? * Under $1,000,000 $1,000,000 - $5,000,000 $5,000,000 - $20,000,000 Over $20,000,000 How many Participants does the plan have? * Under 100 Over 100 Does your Employer make a matching contribution? * Yes No Does your plan offer a Roth account? * Yes No Do you have an Investment Committee? * Yes No Do you have a Fiduciary Advisor on your plan? * Yes No What are your top three priorities for your retirement plan? Modernize Program Features Improve Service Reduce Employer's Workload Strengthen Fiduciary Oversight Expand Participant Education Offer More Attractive Investments Other What do you like about your Retirement Plan? Is there anything that needs to be improved? Thank you! A representative from our team will be in touch.
