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My Planalyzer

401(k) Plan Evaluation

My Planalyzer Questionnaire

My Planalyzer Score is designed to help you assess your current retirement plan and make an informed decision to have your plan evaluated. By filling out this questionnaire, you are required to provide information that allows us to analyze your 401(k) plan’s advisor services, plan fees & expenses, and plan design services. Our goal is to ensure that you are on track to meet your retirement goals and to identify any potential areas for improvement.

My Planalyzer Questionnaire

Step 1 of 4 - Advisor Services

Advisor Services

Has your investment advisor confirmed his ERISA 3(38) fiduciary status in writing?(Required)
Do you have a single-point-of-contact for plan support?(Required)
Does your advisor meet with you annually to review the plan?(Required)
Does your advisor maintain an Investment Policy Statement for the plan?(Required)
Do your participants receive one-on-one guidance regarding their 401(k) accounts?(Required)
Do you receive reporting that monitors the ongoing suitability of your plan's investments?(Required)