Slide to select an answer:

• We review our fund line up quarterly according to our established process.
• We have a clear, well-defined vision for our company’s retirement plan.
• We have a clear and well documented understanding of all fees and charges.
• Our investment committee has clearly outlined roles and responsibilities.
• Our Plan is uniquely designed to maximize plan & tax benefits to owners.
• We meet semi-annually with our advisor to review all aspects of the plan.
• The advisor meets with participants face-to-face no less than annually.
• We clearly understand our fiduciary responsibilities and can meet them.
• Our investment options and models are well suited to meet our retirement goals.
• We have a strong and trusted relationship with our Advisor.