RETIREMENT PLAN REVIEW-PLAN COMMUNICATION/EMPLOYEE SATISFACTION

Is your retirement plan appreciated by your employees? Has it been properly communicated to them? To get an idea of how well your retirement plan is appreciated, fill out the short form below. We will provide you with a some suggestions on what you can do to make it better appreciated by your employees.

1. How well has the plan been communicated to employees?: Select from listVery well communicatedFairly well communicatedNot communicated to wellCommunicated poorly

A. Have employees received a verbal explanation of the plan?: yes no

B. Have employees received a written explanation of the plan?: yes no

C. Have employees received the Summary Plan Description?: yes no

2. Has the plan been well understood by employees?: Select from listVery well understoodFairly well understoodNot well understoodNot understood at all

3. Has the plan been well appreciated by employees?: Select from listVery well appreciatedFairly well appreciatedNot well appreciatedNot appreciated at all

A. Have employees been asked for their opinions on the plan?: yes no

B. Have you properly addressed employee concerns?: yes no

C. Do employees receive benefit statements from the Plan?: yes no

Your Name

Company Name

Phone Number

E-mail Address

Please describe how you feel the plan can be better appreciated by employees. Also, provide any other comments you feel are appropriate.