Eight questions. One page back.

Answer from memory. “Not sure” is a fine answer. We send back a one-page Snapshot of your plan within a week. It is free and asks for no commitment. In most cases your plan and your carrier stay exactly where they are.

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Your details

Name

Company

Role

Carrieroptional

Phone

How many employees are eligible for the plan, and roughly how many are enrolled?

Eligible

Enrolled

How does the employer contribute? In your own words.

e.g. 4% of pay if the employee puts in 3%; 5% of pay for everyone; no employer contribution

Is there a minimum the employee must contribute to receive the employer amount?

NoYesNot sure

Where does money go if a member never makes an investment choice?

Target date fundBalanced fundGuaranteed or money market fundNot sure

Do you know the total fee members pay on their investments, as a percentage per year?

YesNo

How many employees are within five years of retirement, and roughly what is their average annual pay?

A rough number is fine. We use it to size what delayed retirement could cost the company.

Within five years

Average pay

When a member retires, what happens to their money?

The plan offers a retirement income optionThey move it to a personal account on their ownNot sure

When were the plan’s funds and fees last reviewed, with a written record?

Within 12 months1 to 3 years agoLonger, never, or not sure

Nothing changes at your carrier because you answered these.