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2015
October
C
Corporate Retirement Plan Survey
Corporate Retirement Plan Survey
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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
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