Employer Advantage Benchmark Review
Retirement plan offerings can vary quite a bit. Reviewing your plan is an easy and quick way to determine if your plan is working as hard as you and your employees are. Please provide some basic details below and we will reach out to schedule a quick phone call.
Business Name
*
Business Website (if applicable)
Type of Business/Industry Sector
Business Owner/HR Contact
*
First Name
Last Name
Age of Business
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Preferred Initial Contact
Phone Call
Text
Email
What type of plan do you currently offer?
401(k)
Simple IRA
SEP IRA
Not sure
Other
None (looking to start a plan)
Approximately how many employees are eligible to participate?
10 or less
10-25
25-50
50-100
100 or more
What would you most like to review?
Plan fees and costs
Investment options
Employee participation/engagement
Plan design and features
Fiduciary oversight and support
Services available to employees
All of the above/simply interested in a second opinion
When was your plan last reviewed?
Within the last year
With the last 2 years
More than 2 years ago
Not sure
N/A (starting a new plan)
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