How well are you fullfilling your responsibilities?

Managing all that is required to run an effective and compliant employer-sponsored plan takes a thorough understanding of what is required and a commitment to getting it done right.

As an employer, there are steps you can take to help ensure your plan is successful. Answer the following questions to see how well you are fulfilling your responsibilities as a plan sponsor.

Complete this Employer Report Card

How well have you prepared for your retirement?

Do you know how much money you need to save? How much risk you are taking on your investments? Does your asset allocation strategy match your tolerance for risk?

As a plan participant, you can increase your chance of success by taking an active role in the planning process. Answer the following questions then total your score to see if you are on track towards meeting your retirement plan goals.

Complete this Employee Report Card