Broker Check
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 Questionnaire´╗┐


J. Timothy Corle, CPC, CPFA, CFP®

Tycor Benefit Administrators, Inc.

850 Cassatt Road, Suite 310

Berwyn, PA 19312

www.tycorbenefit.com

610-251-0670

timc@tycorbenefit.com

Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.   Kestra IS and Kestra AS are not affiliated with Tycor Benefit Administrators, Inc. or any entity referenced herein.  Click here to view Form CRS 

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.

©401(k) Marketing, LLC.  All rights reserved. Proprietary and confidential.  Do not copy or distribute outside original intent.