Providing Insightful Retirement Planning
401(k)Fit
Role Identification & Questionnaire
Role Identification
Business Owner
Human Resources Representative
Financial Advisor
Tax Advisor/Certified Public Accountant
Business Type
S Corp
C Corp
Other
Tax Year End
December 31st
Other
1. Are You Working With a Financial Advisor?
Yes
No
2. What Are Your Timeline Expectations?
Within 30 days
Within 60 days
Within 90 days
3. How Many Employees Do You Have On Payroll?
50 or less
More than 50
4. Who Is Your Payroll Provider?
5. Recordkeeper Options (select at least one and up to three)
American Funds - https://americanfunds.retirementpartner.com
John Hancock - https://www.jhinvestments.com/
Principal - https://www.principal.com/
Other
6. Primary Reason For Establishing a Retirement Account?
(rank in order of 1-5 with 1 being the most important reason)
Help business owner save for retirement
1
2
3
4
5
Recruit new talent
1
2
3
4
5
Reward loyal employees
1
2
3
4
5
Help employees save for retirement
1
2
3
4
5
Tax deduction for the corporation
1
2
3
4
5
Please Contact Me to Discuss Next Steps (a consultant from The Ryding Company will contact
you within 24 hours)
Please contact me by phone
Please contact me by email