What is your biggest 401k pain point?
Admin complexity High fees Compliance issues Low participation
Do you work with a third-party fiduciary?
Yes, regularly Yes, occasionally No, considering it No, not needed
How satisfied are you with current investments?
Very satisfied Somewhat satisfied Neutral Dissatisfied
Would you like a plan assessment?
Yes, immediately Yes, in a few months Undecided No, thank you
All set, how can we reach you?
Name
Email
Phone
(Details here)
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