Quick Report Card Test

4 Responses | Created by clchgo24 |

Answer a few questions to get an idea of what the Report Card score for your 401k or 403b may be.
"A" = 100% (6/6)
"B" = 83% (5/6)
"C" = 67% (4/6)
"D"= 50% (3/6)
"F" = 0-49% (2 or less/6)

This is just a quick test to get you thinking and your actual Report Card score may be different.

Once you complete this short test, contact us to have us complete a full Report Card for your organization.

  1. 1

    How many investment options does your plan offer?

  2. 2

    What type of match does your plan offer?

  3. 3

    What percentage of eligible employees particpate in the plan?

  4. 4

    Does Your Plan have an Investment Policy Statement?

  5. 5

    What are the Total Fees in Your Plan (as a percentage of the plan assets)?

  6. 6

    Is a Registered Investment Advisor advising your plan?

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