01.

Take a 1 to 4 minute survey.

02.

*Receive free hand-delivered cupcakes to your office. 

03.

Enjoy your sweet treat!

*Please note that the cupcakes are being hand-delivered by an Advisor, and will only be brought to companies within a 60 mile radius of our office locations (zip codes 49009 and 49464).
1. Does your company currently have a retirement plan?
2. Do you believe your current advisor has you and your employees' best interests in mind when making decisions regarding your 401(k) plan?
3. How often does your Financial Advisor meet with you and your participants to review a personal financial plan for retirement?
4. How much would you value a local advisor that could talk to you that day?
5. Is the level of service you and your employees receive meeting your level of expectations?
6. Do you find working with your current 401(k) provider hard to reach due to proximity?
7. Would you prefer working with an advisor who is legally required to prioritize your best interests when managing your 401(k) plan?
8. Do you have to approve all of the investment choices for your plan?
9. Is your annual Form 5500 prepared and filed for you each year?
10. Do you have the responsibility to track and record the following? (Please select all that apply)
11. When you have questions about your 401(k) plan, general financial matters, or how the market is performing, do you have a single point of contact or phone number where you can get all your answers?
12. Is it difficult to get ahold of the people that can answer your questions?
13. Let me ask you again, is the level of service you and your employees receive meeting your level of expectations?
14. What other services would you like to see included? (Please select all that apply)
If you'd like to explore how we can enhance your company’s benefits, we’d be happy to send you a customized 401(k) proposal in the next 48-72 hours.**