ACT Small Employer Survey

1. Background On Person Completing Form

33% of survey complete.

THIS SURVEY SHOULD TAKE TEN MINUTES OR LESS TO COMPLETE

Thank you for participating in this survey prepared by the IRS Advisory Committee on Tax Exempt and Government Entities (the “ACT”). The ACT is comprised of volunteers who work in the retirement industry, not IRS employees.
This survey is not being carried out or conducted by the IRS, but by the volunteer members of the ACT who advise the IRS on employee benefits issues. It is for informational purposes only and will assist the ACT in making recommendations to the IRS about how it may enhance its relationship with smalls that maintain employer retirement plans. Your responses will be aggregated with responses from others. Neither your individual responses nor your contact information (if you choose to provide it) will be provided to the IRS. The IRS will not know if you have responded to this survey.

The deadline to respond to this survey is December 31, 2010.

Again, we appreciate your willingness to provide this information to us. If you have any questions during this survey, please contact the ACT at IRSACT2010@gmail.com.
Barbara A. Clark
Kathryn J. Kennedy
David N. Levine
G. Daniel Miller
Adam C. Pozek
Susan P. Serota

Question Title

* 1. Who are you?

Business Owner

Personnel or Human Resource Employee

Financial Officer or Payroll Coordinator

All of the above

Other (please specify)

Question Title

* 2. What type of business entity are you?

C corporation

S corporation

LLC

Partnership

Sole Proprietorship

I don’t know

Question Title

* 3. How many employees does your business have (including yourself)?

Insert number

Question Title

* 4. What type of retirement plan does your business maintain?

None

SIMPLE IRA/SIMPLE 401(k)

SEP IRA

401(k)/Profit Sharing

403(b)

Money Purchase Pension Plan

Defined Benefit Plan

Cash Balance Plan

We have one, but I don’t know what kind it is

Other (please specify)

Question Title

* 5. Who provided your business with its retirement plan?

An insurance company

A bank

A mutual fund company

An investment broker/adviser

A retirement plan or payroll administration company

A professional advisor (e.g., a law firm, actuarial firm or accounting firm)

Other (please specify)