George Robertson, CFP, CRPS, AIF

Retirement Plan Evaluation

The following is a simple but powerful questionnaire that is designed to provide 401(k) Plan Trustees with an initial idea of the fiduciary procedures that they should be following. It is not intended to be a comprehensive fiduciary review, but an initial guide to point Trustees to the areas that may need attention. Your answers to the questionnaire are completely confidential. The results of your answers will be personally analyzed and we will provide you with a final report that will provide you with useful insights on your fiduciary practices and how those practices might be improved. We will in no way sell or distribute your information to any third party. To see exactly what steps we have taken to protect your privacy, please read our privacy policy.

This questionnaire is based off of, and borrows extensively from, content developed by the Center for Fiduciary Analytics.