Retirement Planning Quiz

Qualified Retirement Plans

How confident are you with your current retirement plan and retirement planning?

Perhaps you’re considering revising or adding to your retirement plan. You could even be in the process of developing your first retirement plan. Take our short quiz below. There could be important items you’re overlooking.

Name

Company

Title

Email

Phone


What type of retirement plan do you currently sponsor for you and your employees? Please check all that apply
SIMPLE IRA or SEP
Profit Sharing Plan
401(k) Plan
New Comparability Plan
Employee Stock Ownership Plan
Defined Benefit Pension Plan
403(b) Tax Shelter Annuity Plan
457(b) Plan
Nonqualified Deferred Compensation Plan
Not currently sponsoring a plan

Are you confident your retirement plan design is meeting your employee benefits goals and objectives?
Yes
No
Not Applicable

Do you know the new retirement planning opportunities and challenges facing you as a retirement plan sponsor brought about by the Pension Protection Act of 2006?
Yes
No
Not Applicable

Does your current actuary provide you with short- or long-term cost projections for budgeting or strategic planning?
Yes
No
Not Applicable

Does your 401(k) plan meet the Safe Harbor requirements by simply making better use of the dollars you are contributing currently, and without a match?
Yes
No
Not Applicable

Does your retirement plan provide you and your key employees with the ability to accumulate up to a $50,000 of annual retirement saving this year?
Yes
No
Not Applicable

Does your retirement plan benefit you or your key employees differently than other employees, consistent with your broader company goals and objectives?
Yes
No
Not Applicable

Do you know if your retirement plan is providing you and your employees with the opportunity to accumulate enough savings to achieve a meaningful replacement of income in retirement?
Yes
No
Not Applicable

Does your retirement plan service providers meet with you at least annually to measure the success of your retirement plan in meeting your ever-changing employee benefits needs?
Yes
No
Not Applicable