OMB #1545-1349
Attachment 1: Draft Participant Survey
Retirement News for Employers Newsletter Survey:
1. Which of the following best describes you?
Employer/Plan Sponsor
Enrolled Agent/Tax Preparer
CPA (non-benefits professional)
Attorney (non-benefits professional)
Benefits Professional
Financial Products/Investment Advisor
Other __________________________
Please indicate (by percentage) the type of plan(s) that apply to you:
SEP _____%
SIMPLE IRA Plan _____%
Profit-Sharing Plan _____%
401(k) Plan _____%
Money Purchase Pension Plan _____%
Target Benefit Plan _____%
Defined Benefit Plan _____%
Employee Stock Ownership Plan _____%
Cash Balance Plan _____%
Other (please specify): _______________ _____%
Total: 100%
Do you regularly read the Retirement News for Employers?
4. If you do not read the Retirement News for Employers, please tell us your reason(s):
Unaware of it
Don’t have time
Articles are not relevant to my plan type (I have or serve _________type of plan)
Information is not useful
Articles are at a level that is too technical
Don’t read the Retirement News for Employers for the following reason(s):
_____________________________________________________
_____________________________________________________
(Survey ends for participants answering no to question 3)
5. Which recurring article(s) of the Retirement News for Employers do you like?
”We’re Glad You Asked” (Pension Q&A column)
“Desk Side Chat with Monika Templeman” (Director, EP Exam offers
retirement advice)
”Recent Guidance” (Recent IRS Guidance affecting retirement plans)
”The Filing Cabinet” (Info on IRS retirement plan forms and publications)
“DOL News” (Department of Labor’s recent guidance on ERISA)
“Product Profile” (An in-depth look at one of our publications)
“Mark Your Calendar” (A reminder retirement plan deadlines)
6. What other topics would you like to see in the Retirement News for Employers Newsletter?
Please specify: ________________________________________________________
________________________________________________________
7. Do you pass the Retirement News for Employers on to other people?
Yes No
8. If Question # 7 is answered “yes,” to whom do you send the newsletter?
“Timing is Everything,” a one-page information sheet included in the Retirement News for Employers that includes educational information for retirement plan participants.
9. Please tell us how you share “Timing is Everything.”
Post it in a centralized area (e.g., lunchroom, bulletin board)
Print it and give it to employees individually (e.g., a payroll stuffer)
E-mail “Timing is Everything” (or the entire RNE) to employees
Do not share “Timing is Everything”
Other_____________________________________
If you do not currently share “Timing is Everything” you would share it if: ____________________________________________________________________________________________________________________________________
11. Prior topics of “Timing is Everything” were: Retirement Plan Contributions, Saver’s Credit, and Annual Benefit/Contribution Limitations.
What other topics would be beneficial to participants?
Please specify: ________________________________________________________
Thank you for your feedback.
This concludes the questionnaire. Thank you for your participation.
| File Type | application/msword |
| File Title | Office of Management and Budget |
| Author | 9f2hb |
| Last Modified By | qhrfb |
| File Modified | 2008-09-12 |
| File Created | 2008-09-11 |