Survey Questions Retirement
401(K) Plan and Pension Plan
Does your company provide the following ? [ ] 401(K) Plan
[ ] Pension Plan [ ] None
What length of service is required before employees are eligible for your retirement plan?
[ ] Hire Date [ ] End Probation
[ ] 3 Months [ ] 6 Months
[ ] One year [ ] Other _________________
Are all employees eligible for your retirement plan?
[ ] Yes [ ] No
If no, which employees are not eligible? [ ] Part Time
[ ] Other Please explain ____________________________
Does your plan provide for a company match? [ ] Yes
[ ] No If yes, what percentage is matched? _____%
How many years until an employee is fully vested? [ ] Immediately
[ ] One [ ] Five [ ] Ten
[ ] Other __________
How many investment options does your plan offer? [ ] None
[ ] 2 - 4 [ ] 3 - 5 [ ] 5 - 8
[ ] More than 8
How many years of service are required to earn a pension?
[ ] 10 years [ ] 20 years [ ] 30 years
[ ] Other ________
What is the maximum percentage of pay received under the plan?
[ ] 100% [ ] 70% [ ] 66%
[ ] Other___________
Does your benefit formula utilize? [ ] Salary and Service (combination)
[ ] Flat dollar amount
Is there an age plus service requirement? [ ] Yes
[ ] No What is the minimum retirement age under the plan? _______