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Retirement Plan Client (Plan Sponsor) Service
About You, Your Company, and Its Retirement Plan
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1.
Which of the following best describes your situation?
(Required.)
Plan Sponsor
Plan Advisor
Third-Party Administrator
Recordkeeping Service Provider
Participant in a Retirement Plan
Other (please specify)
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2.
What type of retirement plan does your company or organization offer to employees? (Check all that apply)
(Required.)
401(k)
403(b)
Government 457
401(a) Money Purchase or Profit Sharing Only
Defined Benefit
Cash Balance
Other (please specify)
None
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3.
Which of the following best describes your involvement in the plan?
(Required.)
Sole decision maker
Head of the retirement plan committee
Day-to-day plan administrator
Marginally involved
Not involved
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4.
What company is your retirement plan service provider?
(Required.)
ADP Retirement
AIG Retirement Services
CUNA Mutual
Empower Retirement
John Hancock Retirement Plan Services
Lincoln Financial Group
Nationwide
Principal Financial Group
Prudential Retirement
Securian Financial
The Standard
Transamerica Retirement Plan Solutions
T. Rowe Price
Vanguard/Infosys BPM
Voya Financial
Other (please name)
