Providing Insightful Retirement Planning

401(k)Fit

Role Identification & Questionnaire

  • Role Identification
  • Business Type
  • Tax Year End
  • 1. Are You Working With a Financial Advisor?
  • 2. What Are Your Timeline Expectations?
  • 3. How Many Employees Do You Have On Payroll?
  • 4. Who Is Your Payroll Provider?
  • 5. Recordkeeper Options (select at least one and up to three)
  • 6. Primary Reason For Establishing a Retirement Account?
  • (rank in order of 1-5 with 1 being the most important reason)
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  • Please Contact Me to Discuss Next Steps (a consultant from The Ryding Company will contact
    you within 24 hours)