(Give the answer in numeric only-- e.g., 10, not ten.) |
| Of the W2 employees indicated above, approximately how many are likely to participate in a new retirement plan? |
0-25%
26-50%
51-75%
76-100%
Not sure |
Does your business currently offer a retirement plan? If so, what is the current value of the
plan's assets? |
We do not currently offer a retirement plan
$0-99,999 in current assets
$100,000-499,999 in current assets
$500,000-999,999 in current assets
$1,000,000+ in current assets
Not sure |
| When do you plan on starting or rolling over your retirement plan?
|
ASAP
In one month
In one to two months
In more than one month |
| What type of investment options are you considering for your retirement plan? |
(Check
all boxes that apply)
Not sure, please help me determine
Multiple mutual funds in one fund family
Multiple mutual funds in multiple fund families
Self-directed brokerage account
Other (please specify):
|
| Please describe in detail any additional requirements you may have relating to your interest in employee retirement plans. |
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| Fields marked with * are required. |
