401(k) Plan Promotion Review Form

The purpose of this form is to help employers evaluate their 401(k) plan's promotion services. Submit the completed form to us for some helpful comments on how to develop and implement more successful plan promotions.

Evaluation of 401(k) Promotion Services To-Date

Plan Promotion Services Poor Fair Average Good Excellent Unknown Not Done N/A
Determining Feasibility Of Promotion
Determining Employer Promotion Needs
Selecting Regular Types Of Promotion
Selecting Targeted Types Of Promotion
Selecting People To Do The Promotions
Selecting Plan Promotion Content
Plan Improvements Prior To Promotion
Implementing Plan Promotions
Monitoring Plan Promotions
Employee Satisfaction With Promotions


Company's Name, Your Title

Phone Number

E-mail Address

Comments (include any specific promotion needs of your company's 401(k) plan)