Retirement Plan Comparison Questionnaire

Wish You Could Compare?

Get an inside look at your peers’ retirement programs with the Heritage Benchmark Tool.

How about having a competitive edge by getting a sneak peek into what retirement benefits similar companies in your industry are offering their employees?

By completing the questionnaire below, you will receive a comprehensive report on how your plan stacks up against the plans of your competitors. Based on the information you provide we can retrieve your results from an expansive database compiled from the PLANSPONSOR Industry Reports Survey and the Profit Sharing Council of America (PSCA) annual survey.

 

Just complete and submit the questionnaire and we will email you a comprehensive customized Benchmark report in 3 business days.

* Required Field

 

Company Name

*

City

State

Industry

Type of Plan

Total Plan Assets

$*

Number of Employees

*
PLAN DESIGN DATA

1. Does your plan match participant
contributions? (If NO…skip to question 4)



2. Length of time before 100% vested?

3. What is the match provided?

4. Does your plan provide a profit sharing
contribution?



5. Does the plan have an Investment Policy
Statement written?



PARTICIPANT ACTIVITY DATA

6. What is the participation percentage rate of
your plan?

7. Does your plan offer participants
financial/investment advice?
(If NO…skip to question 10)



8. What percentage of participants take
advantage of financial/investment advice?

9. How is the financial/investment advice made
available to participants: (Check all that
apply)




PLAN INVESTMENT ACTIVITY DATA

10. How many investment options does the plan
offer?

11. Asset Charge / Wrap Charge (if any):

%

12. Billed Administration Expense:

$(annual)

Completed By

*

Your email address

*

Phone



You are authorizing an Voya Financial Advisors, Inc.  representative to contact you at the telephone number listed ,even if you have listed your telephone number on the National Do Not Call registry.




Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

Federal and state insurance and securities rules and regulations prohibit registered representative(s) and/or investment adviser representative(s) from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction.

Heritage Retirement Planning is not a subsidiary of or controlled by Voya Financial Advisors, Inc.

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states: Massachusetts (MA),New Hampshire (NH),Rhode Island (RI).

Supervisory Office:
Heritage Retirement Planning 30 Braintree Hill Office Park, Braintree, MA 02184
(781) 796-9859  (fax) (781) 796-9392  

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