Schedule A Meeting With Chris Toadvine, CFP®, MS Does your Plan offer a Qualified Default Investment Alternative (QDIA) or Target Date Funds (TDFs)?Don't Know/Not SureCurrently Not Using/DoingPlan to Use/Do in the FutureCurrently Using/DoingDo you have a written Investment Policy Statement (IPS) and are you following it?Don't Know/Not SureCurrently Not Using/DoingPlan to Use/Do in the FutureCurrently Using/DoingDoes the Plan have a Financial Advisor that is a CEFEX-certified Retirement Plan Specialist?Don't Know/Not SureCurrently Not Using/DoingPlan to Use/Do in the FutureCurrently Using/DoingIs your Advisor conducting regular Employee Education Meetings (Group or One-on-One)?Don't Know/Not SureCurrently Not Using/DoingPlan to Use/Do in the FutureCurrently Using/DoingDo you have a Plan Committee that meets regularly to review the Plan?Don't Know/Not SureCurrently Not Using/DoingPlan to Use/Do in the FutureCurrently Using/DoingDo you regularly reviewe the Plan costs (Investment, Admin, and Advisory)?Don't Know/Not SureCurrently Not Using/DoingPlan to Use/Do in the FutureCurrently Using/DoingDo you regularly review Plan Health Metrics (Participation and Deferral Rates)?Don't Know/Not SureCurrently Not Using/DoingPlan to Use/Do in the FutureCurrently Using/DoingAre you aware of who the Plan Fiduciaries are at the Company and their duties?Don't Know/Not SureCurrently Not Using/DoingPlan to Use/Do in the FutureCurrently Using/DoingTotalTo receive your assessment, please enter your email below.* PhoneThis field is for validation purposes and should be left unchanged.
