Employee Retirement Plans

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How many full-time, W2 employees do you currently have working at your company?(Answer with numbers only, -- e.g., 4, not four.)

Of the W2 employees indicated above, approximately how many are likely to participate in a new retirement plan?





Do you have a preference for a 401k plan or a Simple IRA? [?]



Does your business currently offer a retirement plan? If so, what is the current value of the plan's assets?






Please note: While there are pros and cons to each type of plan, in general 401(k) plans are more applicable for larger companies while Simple IRAs are suitable for smaller organizations. Suppliers responding to your request will be able to help you select the most suitable option if you are unsure.

When do you plan on starting or rolling over your retirement plan?




What type of investment options are you considering for your retirement plan?
(please check all that apply)





(please specify):

What is the five digit ZIP code for your office location?

What is your e-mail address?

[?]

Please describe any additional requirements you may have.

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