RETIREMENT PLAN REVIEW-PLAN DESIGN

Is your retirement plan accomplishing its objectives? Is it providing the desired level of contributions and benefits to those participants you wish to reward? Are you satisfied with the amount of the annual contribution to your plan? Do you need any flexibility making this contribution? For an evaluation, complete the short form below. We will provide you with some suggestions on improving your plan.

Is the plan rewarding the desired employees: Select from listVery satisfied with who is benefitingModerately satisfiedSomewhat satisfiedSomewhat dissatisfiedUnhappy

Satisfaction with allocation of contributions to owners: Select from listVery satisfiedModerately satisfiedSomewhat satisfiedSomewhat dissatisfiedUnhappy

Satisfaction with allocation of contributions to key employees: Select from listVery satisfiedModerately satisfiedSomewhat satisfiedSomewhat dissatisfiedUnhappy

Satisfaction with amount of annual contribution: Select from listWould like to contribute lessSatisfied with amountWould like to contribute more

Flexibility needed with annual contribution: Select from listWould like more flexibilitySatisfied with current flexibility

Your Name

Company Name

Phone Number

E-mail Address

Please describe the issues that are most important to you regarding the allocation of contributions and benefits within your retirement plan. Also, please provide any necessary comments.