Roth Implementatin Readiness and Payroll Provider Survey

Roth Implementation Readiness and Payroll Provider Survey

Please complete and return by October 1, 2025.
Organization Name*
select organization from the dropdown list (alpha by state, org ID#(
Your Name*

First NameLast Name
Your Role*
Email Address*
example@example.com
Roth Contributions Implementation Status (please check one)*

Already completed - ready for January 1, 2026In progress - will be completed by (enter date below)Planning to start - need implementation guidanceUnsure - need to discuss with payroll providerWill not be ready by January 1, 2026 (please explain)What are Roth Contributions? I cannot answer the question until I know what Roth Contributions are.
Date Completed By

MonthDayYear
Date
Explanation for why Roth setup will not be ready for January 1, 2026
Do you need technical assistance with payroll setup for adding Roth contributions?*

Yes - would like to schedule a consultationNo - we can handle this internally
What payroll provider are you currently using?*

ADPQuickBooks Desktop PayrollQuickBooks Online PayrollPaychexGustoPaycorOnPayWorkdayBambooHRRipplingSquare Payroll90 degree benefitsMicrosoft Great PlainsOther Payroll Provider
How many employees do you process payroll for?*
What is your payroll provider's pricing structure?*

Base monthly fee + per employee monthly feeFlat monthly base fee (regardless of employee count)Per employee monthly fee only (no base fee)Percentage of monthly payrollPer payroll run feeAnnual contract with monthly billingOther
Monthly base fee
Monthly fee per employee
Percentage rate
Average monthly gross compensation for payroll
Fee per payroll run
Number of payroll runs per year
Annual fee
How satisfied are you with your current payroll provider?

0

1

2

3

4

5

0 is Very Dissatisfied, 5 is Very Satisfied
Does your payroll provider handle clergy compensation properly?

Yes - handles clergy pay correctlyNo - we have issues with clergy pay processingNot applicable - no clergy employeesUnsure
Who manages your payroll processing?*

In-house staff memberExternal bookkeeper/accountantPayroll service provider handles everythingVolunteerOther
How long have you been using your current payroll setup?

Less than 1 year1-2 years3-5 years6-10 yearsMore than 10 years
Are you considering changing payroll providers?

No - very happy with current providerNo - satisfied enough to stayMaybe - open to exploring optionsYes - actively looking for alternativesYes - planning to change within the next year
If considering a change, what are your main reasons? (check all that apply)

Cost too highPoor customer serviceLimited features/functionalityCompliance issuesSystem reliability problemsDifficulty with retirement plan integrationDifficulty with proper clergy pay setupOther
Any additional comments or thoughts related to implementing Roth contributions or general payroll?
Should be Empty:

Roth Implementation Readiness and Payroll Provider Survey