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Employee Benefits Assessment

All Answers Are Strictly Confidential

Overview:

  • Questions 1-4 Your Contact Information.
  • Questions 5-11 Assessment of Benefits Challenges
  • Questions 12-14 Benefits Inventory
  • Questions 15-20 Satisfaction and Perceived Value
For business owners, HR directors, and executive leaders evaluating current benefits, employee satisfaction, and unmet needs.

Purpose and Instructions Use this questionnaire to document the benefits an organization currently offers, how satisfied leadership and employees are with those benefits, and which benefits may be missing or underdeveloped.

Responses can be used to identify coverage gaps, improve employee communication, prepare for renewal discussions, and prioritize future benefits investments. All answers are strictly confidential as we are all licensed professionals.
1.Your Company Name
2.Your Name & Title
3.Best Phone number to call and the best time?
4.Your Email
5.Who is involved in decisions related to employee benefits?
6.What are the biggest challenges you face in managing employee benefits?
7.What issues are you experiencing with benefits costs, administration, or employee participation?
8.How much time does your team spend managing benefits each month?
9.What are your top HR and employee retention goals for the next 12 months?
10.How important is your benefits package in attracting and retaining talent?
11.What factors are most important when selecting a benefits provider?
Organization Profile - Benefits Inventory
12.What Employee Benefits Are Currently Offered, and What Benefits Would you Like to Add ? Please select all that apply to your company.
Currently Have
Do Not Have
Would Like to Add
Uncertain
Would Like More Information
Needs Improvement
Medical Insurance
Dental Insurance
Vision Insurance
Hospital Confinement Insurance
Accident Insurance
Cancer Insurance
Critical Illness Insurance
Life Insurance
Disability Income Insurance
Long Term Care Insurance
Health Savings Account - HSA Plan
AD&D Insurance
13.What NON-TRADITIONAL Benefits Are Currently Offered, and What Benefits Would You Like to Add? Please select all that apply to your company.
Currently Have
Do Not Have
Would Like to Add
Uncertain
Would Like More Information
Needs Improvement
Telemedicine
Health & Services Discount Card
Employee Financial Wellness Program
Individual Employee Financial Planning
Student Loan Assistance
College Savings 529 Plans
Identity Theft Protection
Legal Document Preparation
Individual Employee Wills & Trust
HRAnswersNow Resource Website
14.What Retirement Benefits Do You Currently Have & What Benefits Would You Like to Offer
Currently Have
Do Not Have
Would Like to Add
Uncertain
Would Like More Information
Needs Improvement
Defined Benefit Plan (Pension)
401K Plan (403B etc.)
Individual Retirement Accounts ( IRA's)
ROTH Option to 401k Plan
Executive Benefit & Bonus Programs
College Funding Solutions Education
SIMPLE Retirement Plan (Small Employer)
S. E. P. Self Employed Retirement Plan
Satisfaction and Perceived Value
15.Overall, how satisfied are you with your current employee benefits program?
Very satisfied
Satisfied
Neutral
Dissatisfied
Very dissatisfied
16.How satisfied do you believe employees are with the current benefits program?
17.Which benefits receive the most positive feedback from employees?
18.Which benefits receive the most complaints or questions?
19.How competitive do you believe your benefits package is compared with similar employers?
20.Are there employee groups whose needs are not being met by the current benefits program? If yes, explain.