How Healthy Is Your Company’s 401(k)?
Five questions, about 60 seconds. No documents needed.
5 questions about your current plan
Select the answer that best describes your situation. No documents needed.
1. How would you describe employee participation in your 401(k)?
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Most eligible employees are actively contributing
Participation is moderate - there is room to improve
Participation is lower than expected
I am not sure of our participation rate
2. When was your plan last reviewed or benchmarked against other plans?
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Within the past 12 months
1 to 3 years ago
More than 3 years ago
It has never been formally reviewed
3. Who is responsible for monitoring your plan's fees, investments, and compliance?
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A dedicated professional advisor or provider handles this
Shared between our internal team and an advisor
Primarily managed internally by our team
I am not sure who is responsible
4. What retirement support does your company offer to employees?
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A fiduciary advisor is available to employees for guidance
HR provides some support and resources
Some informal support, but nothing structured
No formal support is available to employees
5. How involved is your team in reviewing annual compliance testing results?
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We actively review and understand the results each year
We review summaries provided by our advisor or provider
Compliance is handled by others - we have limited involvement
I am not sure how compliance testing is handled
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Your score is ready - where should we send it?
Your personalized score and recommendations will be sent to your inbox. No call required.
Your name
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First Name
Last Name
Work email
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example@example.com
Company name
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Your role
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Please Select
aCEO / Owner
CFO / Finance
HR Director / HR
Plan Administrator
Other
Choose Plan Administrator if you sign the plan's Form 5500.
Phone number (optional)
Please enter a valid phone number.
Format: (000) 000-0000.
Anything you would like us to know? (optional)
Your 401(k) Plan Score (out of 100)
Get my score
Should be Empty: