Valued Client,
Thank you for taking time to complete this questionnaire. This questionnaire and the following generated report are the culmination of extensive research into ERISA law, Department of Labor (DOL) regulations, and dozens of studies. It is designed to provide your organization with a baseline on its current retirement plan and, from that baseline, illuminate areas of opportunity to produce significant and meaningful improvements.
Consisting of 9 total sections, completing your questionnaire should take approximately 15 minutes. Upon completion, your answers will be used to score your results on a 1-100 point scale. Your score will be available at the end of your questionnaire so as to provide you immediate feedback regarding your plan score. Once your answers have been submitted, your advisor will tabulate your data and come back to you with recommendations tailored specifically to optimize your plan.
Lastly, at the end of this questionnaire, you will be asked to provide a few plan documents. Providing these documents will ensure your advisor fully understands the intricacies of your current plan and is thus able to bring back the best overall solutions for your company.
Thank you again and we look forward to providing you with valuable insight you can use to improve your organization's retirement outcomes!
Sincerely,
Robert Montes & the Link Financial Advisory Team