HOW TO USE THIS ASSESSMENT
Just a few minutes could help vastly improve the 401(k) plans you offer your employees, making it easier to attract and retain top-level talent. Take our 401(k) Health Assessment (bold) to help you evaluate oversight, fees, engagement, and fiduciary risk.
For each statement below, answer Yes or No. If you cannot confidently answer Yes, answer Unsure.
To begin, enter your information below.
If you answered Mostly Yes, your plan is strong, but it still might be worth a second opinion, and it’s always a good idea to have periodic reviews.
If you answered A Mix of Yes and No, your plan is in line with most others. Your employees could be at unnecessary fiduciary risk due to problems with governance, fees, compliance or engagement.
If you answered Mostly No or Unsure, we strongly recommend a guided review to save you and your employees from unnecessary fiduciary risk.
If you feel like your employee 401(k) plan could use a review, or you’d like help interpreting your score, call us at 888.502.2051 or schedule an appointment online.
Achieve Retirement is a trade name used by Buck Financial Services Achieve Retirement LLC, which is a part of E.A. Buck Financial Services. E.A. Buck Financial Services is an independent financial services firm helping households and businesses create and execute retirement strategies using a variety of investment and insurance products which are suitable to their respective needs and objectives. Securities offered only by duly registered individuals through Madison Avenue Securities LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Buck Wealth Strategies, a Registered Investment Adviser. Registration as an investment adviser does not imply a certain level of skill or training. MAS and E.A. Buck Financial Services are not affiliated entities. Buck Wealth Strategies and MAS are not affiliated entities. E.A. Buck Financial Services and Buck Wealth Strategies are affiliated by common ownership. In California, we are known only as E.A. Buck Insurance in all solicitations of insurance. CMP-66155-2/26