My Planalyzer QuestionnaireStep 1 of 4 - Advisor Services25%Advisor ServicesHas your investment advisor confirmed his ERISA 3(38) fiduciary status in writing?(Required) Yes NoDo you have a single-point-of-contact for plan support?(Required) Yes NoDoes your advisor meet with you annually to review the plan?(Required) Yes NoDoes your advisor maintain an Investment Policy Statement for the plan?(Required) Yes NoDo your participants receive one-on-one guidance regarding their 401(k) accounts?(Required) Yes NoDo you receive reporting that monitors the ongoing suitability of your plan's investments?(Required) Yes NoPlan Fees & ExpensesAre plan fees deducted directly from your plan accounts?(Required) Yes NoDo you receive an annual fee summary detailing plan fees?(Required) Yes NoDoes your plan have proprietary investment options with revenue sharing or 12b-1 commissions?(Required) Yes NoDo you know what the current average weighted expense ratio of funds in your plan?(Required) Yes NoHave you or your advisor benchmarked your plan fees in the last 3–5 years?(Required) Yes NoPlan Design ServicesDoes your plan offer participants asset allocation models?(Required) Yes NoDoes your plan offer a Self-Directed Brokerage Account (SDBA) option?(Required) Yes NoCan your plan’s SDBA access alternative investments, such as private real estate or private credit?(Required) Yes NoContact InfoName(Required) First Last Email(Required)
