Providing Insightful Retirement Planning

• 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