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  5. Corporate Retirement Plan Survey

Corporate Retirement Plan Survey

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Exit Survey
 
 
Corporate Retirement Plan Survey
 
 
Contact Information
First Name : 
Last Name : 
Phone : 
Email Address : 
 
 
 
Company name
   
 
 
 
What would make you not have another concern about your retirement plan provider?
 
Fiduciary Coverage
 
Investment Options
 
Lower fees
 
Planning Options for Participants
 
Service
 
Education
 
Other
 

 
 
 
Contact Person
   
 
 
 
If you could, can you please provide me with the following information regarding your current plan?
 
 
 
How many participants do you have in your plan?
   
 
 
 
What are the current asset levels?
   
 
 
 
What corporate retirement plans have you considered?
 
401(k) plan
 
Safe Harbor 401(k) plan
 
Simple IRA Plan
 
Profit Sharing Plans
 
New Comparability Plans
 
Defined Benefit/Cash Balance Plans
 
Other
 

 
 
 
Do you think your participants would be interested in contributing more than:
 
$18k-$24k
 
$53k-$59k
 
Other