Let’s start with one question.
Whether you already offer a 401(k) or you’re thinking about starting one, a few answers help us come to the conversation prepared.
Does your company offer a 401(k) plan today?
What happens with your answers
Your answers go straight to Austin Wolfe and Joe Anderson on our Workplace Retirement team. If you already have a 401(k), we pull your plan’s most recent Form 5500, the annual report every plan files with the Department of Labor, and build your ClearMind 401(k) Scorecard across the four pillars before we meet. If you’re starting a plan, we come to your consultation with design ideas that fit your business. Either way, you can book a time right after you finish, or we’ll reach out within 2 business days.
What we askShow the questions
401(k) Scorecard, about 1 minute
- Company legal name
- Company city and state
- Employer Identification Number (EIN)
- What prompted you to look?
- Do you work with a plan advisor today?
- Anything else we should know?
- Your name, role, work email, and phone
New plan, about 2 minutes
- What do you offer today?
- Company name
- Company city and state
- Business structure
- Number of employees
- What do you want a 401(k) to do for your business?
- Are you thinking about contributing for employees?
- When would you like a plan in place?
- Who is your payroll provider?
- Do you work with a CPA or tax advisor?
- Your name, role, work email, and phone
This content is for informational purposes only and does not constitute investment, tax, or legal advice. ClearMind Capital LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. Past performance is not indicative of future results. See our Privacy Policy and Form ADV Part 2A (CRD #334362).
