Tax Cowboy Posted May 30, 2019 Posted May 30, 2019 Group: Does anyone have a sample (or a resource/guide/service they've used) questionnaire they pass out for participants in an employer sponsored plan? like a 401k, Defined Benefit, Defined contribution plan. For instance, a questionnaire asking if the employee/participant liked a certain provision of their benefit plan (like a 401k matching provision) among other questions. Something to gauge if the employers intention and reasons for setting up the plan are being met on an annual basis. Thoughts and comments appreciated. Warmest, Joe
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