Annual Retirement Plan Questionnaire

Annual Retirement Plan Questionnaire

December 04, 2023

By conducting an evaluation of your plan's performance, investment options, fees and other factors, you can identify areas that need improvement and take steps to optimize your plan's design. This can help you stay on track with retirement plan goals, provide better benefits to your employees and reduce your liability as a plan sponsor.

Below is an Annual Retirement Plan Questionnaire to help you assess your plan’s overall health!

Download the Guide


Bjork Asset Management

1033 Skokie Boulevard, Suite 210

Northbrook, IL. 60062

  1. 312.464.7072
  2. 312.464.7083

ClientCare@BjorkAM.com

www.BjorkAM.com

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Other advisory services offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners LLC and Bjork Asset Management are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CO, FL, GA, IL, IA, MN, NC, WI.

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.

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