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Retirement Evaluation

   
    Required entries are marked with *
 
 

Your name:

*

Position:

 

Business name:

  *

Address:

  *

Phone:

  *

Email:

  *

Plan type: (check all that apply)

401(k)

 

Profit Sharing

 

Money Purchase

 

New Comparability

 

Defined Benefit

 

Not sure

 

No business retirement plan

Employer makes 401(k) matching contributions?

No

 

Yes, 1-3%

 

Yes, 4-9%

 

Yes, 10% or more

Employer makes non-matching contributions to the plan?

No

 

Yes, 1-3%

 

Yes, 4-9%

 

Yes, 10% or more

Number of years to full vesting in employer's contributions?

0-2 years

 

3-5 years

 

6 years or more

Frequency of written reports:

Quarterly

 

Semiannual

 

Annual

Timeliness of written reports (date received after end of reporting period):

0-20 days

 

21-45 days

 

46-90 days

 

91 days or more

Investments are valued:

Daily

 

Monthly

 

Quarterly

 

Annually

Employees choose investments?

Yes

If "yes," number of fund choices?

0-5

 

6-9

 

10-15

 

16 or more

Check all that apply:

"Brand-name" funds

 

404(c) notices provided

 

Guaranteed Account available

Employee education: (check all that apply)

Customized enrollment kits

 

Online account information

 

Online investment education

If your plan ranks below average, would you like to receive information about alternatives?

Yes

If "yes,"

Number of participants in plan:

Estimated annual contribution:

 

Approximate plan assets:

 

Benefits Plus is an approved third-party administrator for these nationally-ranked providers:

 

Benefits Plus • 2365 Harrodsburg Road, Suite A-220 • Lexington, KY 40504 • 859-224-1211 • 1-800-237-9743
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