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Retirement Plan Assessment

Please answer the following questions:

Please answer the following questions as best you can. We’ll create an assessment of your current situation, together with some recommendations. It shouldn’t take you more than three minutes or so to answer the questions. Your assessment report will be generated automatically, and you can print it out for future reference.

If you have questions or comments, please contact us. We’re happy to help.

When you get your results, you’ll also have the opportunity to email a complimentary Fiduciary Checklist, which we hope you’ll find useful. You can also request our quarterly newsletter. In addition, you’ll be able to request a more detailed complimentary retirement plan review/benchmarking report.

1. Select plan size: *This question is required.
2. What kind of organization are you? *This question is required.
3. Do you use a broker or investment advisor to help you with your retirement plan? *This question is required.
4. Is your plan advisor a fiduciary to the plan? *This question is required.
5. Does your plan have automatic enrollment or automatic increase deferral? *This question is required.
6. Does your plan use a default investment? *This question is required.
7. Have you considered re-enrolling everyone since adding the default investment option? *This question is required.
8. Does your employer make matching contributions to your plan? *This question is required.
9. Do you offer a Roth contribution option? *This question is required.
10. Does your plan allow in-plan Roth conversions? *This question is required.
11. Does your plan offer loans or hardship withdrawals? *This question is required.
12. How often do you have formal investment reviews? *This question is required.
13. Do you review annually your plan’s fees or administrative costs? *This question is required.
14. Do you have a written Investment Policy Statement? *This question is required.
15. Do you have a Retirement Plan Committee that meets periodically to review the plan’s performance? *This question is required.
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