A Leading Retirement Solutions Study

Thank you for taking our survey and contributing to the growing conversation about the retirement gap among business owners and leaders. Your answers will help us find solutions and together we’ll close the retirement gap!


* 1. What gender do you identify as?

* 2. Do you currently own a company or hold an executive position within an organization (either for-profit or not-for-profit)?

* 3. At what age did you start saving for retirement?

* 4. At what age do you hope to retire?

* 5. Which of the following activities have you engaged in to prepare for a financially secure retirement? (select all that apply)

* 6. What percent of your income are you currently saving for retirement?

* 7. How often do you make contributions to your retirement plan/account(s)?

* 8. How confident are you in your ability to:

  Not at all confident Somewhat confident Confident Very confident Extremely confident
Retire at the age you hope to?
Take care of your living expenses through retirement?
Maintain your desired lifestyle through your retirement?
Afford medical / healthcare expenses through your retirement?

* 9. Which of the following financial goals is CURRENTLY the most important to you? 

* 10. What is your greatest challenge with respect to saving for retirement?

* 11. Which types of retirement accounts, plans, and/or activities have you participated in to prepare for a financially secure retirement? (select all that apply)

* 12. Which type of retirement accounts/plans does your current company sponsor? (select all that apply)

* 13. During 2017, which types of retirement accounts/plans did you participate in? (select all that apply)

* 14. Which sources of income do you expect to rely on in retirement? (select all that apply)

* 15. How do you learn about saving for retirement? (select all that apply)