Pentegra :: Retirement Plan Analysis

Step 1 of 3

When was the last time you completed a due diligence review of your retirement plan?

If you were able to make a change in service providers, which of these would be your primary goal? (Please check as many as apply)

Improve service
Reduce costs
Improve investment offering
Streamline administration
Outsource investment monitoring
Reduce fiduciary role/liability

Do you feel that your plan's overall asset allocation is aligned with your organization's demographics?

Yes
No

Have you made any adjustments to your investment program as a result of market volatility?

Yes
No

Do you offer company stock or CDs as a retirement plan investment option?

Yes
No

Is your board concerned about fiduciary responsibility?

Yes
No

Do you feel challenged keeping up with changing regulations and legislative developments?

Yes
No
Sometimes

Do you work with multiple vendors for retirement plan management?

Yes
No

Do you have an investment policy statement?

Yes
No

COMPLIMENTARY PLAN REVIEW & ANALYSIS