Retirement Plan Client (Plan Sponsor) Service About You, Your Company, and Its Retirement Plan Question Title * 1. Which of the following best describes your situation? Plan Sponsor Plan Advisor Third-Party Administrator Recordkeeping Service Provider Participant in a Retirement Plan Other (please specify) Question Title * 2. What type of retirement plan does your company or organization offer to employees? (Check all that apply) 401(k) 403(b) Government 457 401(a) Money Purchase or Profit Sharing Only Defined Benefit Cash Balance Other (please specify) None Question Title * 3. Which of the following best describes your involvement in the plan? Sole decision maker Head of the retirement plan committee Day-to-day plan administrator Marginally involved Not involved Question Title * 4. What company is your retirement plan service provider? 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) Next