Take a moment to answer these questions and see if you need to evaluate your current Retirement Plan:

1. Is your current retirement plan meeting your company’s current objectives?
   Yes             No              Not Sure
2. Have you amended your plan as required by recent law changes? 
   Yes             No              Not Sure
3. Is your plan operating the way it was designed to operate?
   Yes             No              Not Sure
4. Is there a high level of participation in the plan?
   Yes             No              Not Sure
5. Are the officers and owners satisfied with their own contribution level?
   Yes             No              Not Sure
6. Are contributions to owners at the highest amount allowed under the law (2002 limit of $40,000)?
   Yes             No              Not Sure
7. Is your current plan administrator meeting your needs?
   Yes             No              Not Sure
8. Are you happy with your current investment platform?
   Yes             No              Not Sure

If you answered No to any of these questions, we can help you address your pension needs.

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