Take Our Fiduciary Plan Health Quiz and Get Your Personalized Report – Free!

If you’re responsible for overseeing your company’s 401(k) plan—whether you’re a Business Owner, HR Specialist, or Plan Trustee—you know the stakes are high. Ensuring compliance and optimizing performance can feel overwhelming, but it doesn’t have to be.

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Just 15 Questions to Assess Your Plan’s Health

This quick 15-question quiz checks the health of your 401(k) plan, covering areas like fees, governance, and participant support. You’ll get a personalized report with simple, actionable tips to make your plan stronger and reduce risks.

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Our Fiduciary Plan Health Quiz is designed to help plan administrators quickly assess the effectiveness of their retirement plan across six key areas:

  • Fee Structure: Are you securing competitive fees and documenting them appropriately?
  • Fiduciary Governance: Do your practices align with ERISA’s expectations to minimize personal and corporate liability?
  • Investment Process: Is your investment strategy both effective and defensible?
  • Participant Support: Are employees equipped with the advice and tools they need to secure their financial future?
  • Plan Design: Is your plan optimized to boost participation and maximize contributions?
  • Provider Management: Are you evaluating vendors regularly and addressing potential conflicts of interest?
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What You’ll Receive


Once you complete the quiz, you’ll get a Fiduciary Wellness™ Report that highlights:

  • Your plan’s strengths and areas for improvement.
  • Actionable recommendations to align your plan with industry best practices.
  • Insights to help you protect your organization and better serve your employees.

Why It’s Critical


As a 401(k) plan administrator, trustee, or sponsor, you hold a fiduciary responsibility to act in your participants’ best interest. Without a clear understanding of best practices, you may be exposing your business to unnecessary risks—legal, financial, and reputational.

In just a few minutes, you’ll gain invaluable insights to ensure your retirement plan is not just compliant but exceptional. Join hundreds of leaders who’ve taken this step to protect their organizations and empower their employees.

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