TAKE OUR SURVEY BELOW! How satisfied are you and your employees with your investment performance and mutual fund options?* Extremely Satisfied Satisfied Dissatisfied Extremely Dissatisfied Are your employees receiving adequate education from your 401k advisor?* Yes – at least annually Sometimes – no defined schedule No Are you aware of your fiduciary risks and responsibilities?* Yes – clear understanding of plan risks Somewhat – would like more guidance No – need immediate assistance Are your 401k plan fees in-line with your expectations/competitors?* Yes I Don’t Know No How often are you benchmarking your service provider fees?* Annually At least every three years No process in place How satisfied are you with your current 401k advisor?* Extremely Satisfied Satisfied Dissatisfied Extremely Dissatisfied Not Applicable Fill out your information below to receive your results!Name* First Last Email* Phone*CAPTCHAPhoneThis field is for validation purposes and should be left unchanged.
