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Purpose of the Survey
Incentives
Start Survey
Get In Touch
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Gift Card Code:
1. Tell us a little about yourself. Are you a:
401k plan participant?
Business owner?
Plan administrator/HR Manager?
Other
Enter role
2. What is your current compensation?
$0-50K
$50-$100K
$100K- $250K
Greater than $250K
3. Are you currently enrolled in the 401k plan for your business?
No
Yes
Don’t know
My business/company doesn’t have a plan
4. How familiar are you with your plan?
Very familiar
Somewhat familiar
Not familiar
What is a 401k?
5. Does your 401k plan offer automatic enrollment?
Yes
No
Not sure
6. Has anyone provided you with information about your 401k plan this year?
Yes
No
Not sure
I’m not currently eligible
7. Is there a financial advisor associated with your company’s 401k plan?
Yes
No
Not sure
If yes, when was the last time you interacted with the financial advisor/representative for your 401(k)?
Just recently
It has been a few months
It has been a year or more
Don’t know/can’t remember
8. Have you reviewed your investment options in the plan and are you satisfied with them?
Yes reviewed - happy
I have not reviewed them – happy
Yes reviewed them – needs improvement, not happy
I have not reviewed them, but I’m sure they could be better
9. Are you currently contributing to the plan?
Yes
No
Not sure
Not eligible
10. What is your balance?
$0-$20K
$20K-$40K
$40K-$100K
Greater than $100K
11. Does your plan offer a matching contribution?
Yes
No
Don’t know
Please enter match %
12. Does your plan offer a Profit Sharing contribution?
Yes
No
Don’t know
Please enter last amount received
13. Are you familiar with your plan’s provisions to access your balance?
Yes
No
Don’t know
14. Does your plan offer a loan provision?
Yes
No
Don’t know
15. Are there any features or benefits you would like to see offered or improved with your 401(k) plan?
16. Are you open to a free consultation on your current plan/ interested in a new plan?
Yes
No
What is a good number to reach you?
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