401k Plan Check App

1

How confident are you that you've met or fulfilled your fiduciary duties as a plan sponsor?* This field is required.

Not confident

Somewhat confident

Very confident

2

How would you rate your plan's employee participation rate?* This field is required.

Below average

Average

Above average

3

Does your plan offer a ROTH (after-tax) savings option?* This field is required.

No, we don't offer ROTH

Yes, we offer a ROTH 401k option

4

How consistent is your education program to address participant needs and FAQs?* This field is required.

Our last meeting was 2+ years ago

We had an education meeting last year

We hold them twice a year

We hold them quarterly

5

How user-friendly is your plan's website and/or smartphone app?* This field is required.

Not user-friendly

Somewhat user-friendly

Very user-friendly

6

How would you rank your satisfaction with your current advisor or custodian?* This field is required.

Not satisfied

Somewhat satisfied

Very satisfied

7

When was the last time you compared your retirement plan's costs to others?* This field is required.

We've never compared costs

Several years ago

Within the past 12 months

8

If you scored below 70, your plan may face a higher probability of failing DOL testing. If you'd like to schedule a chat with our Retirement Specialist Doug Ecker, click NEXT >...IWA will never share your contact information with a 3rd party.

9

What name should we use when contacting you?* This field is required.

First Name

Last Name

10

What is the company or 401k plan name?* This field is required.

11

What email should we use when reaching out to you?* This field is required.

example@example.com

12

Finally, what phone number should we dial to calendar the chat with Doug? Clicking the SUBMIT button will generate a call from either Michelle Vidales or Sarah Waters to book your appointment.* This field is required.

Please enter a valid phone number.