401k Mutual Fund Investing (Survey)

1) What's the #1 biggest challenge you're experiencing when it comes to managing your 401k?*

2) Do you feel clueless when it comes to selecting your 401k mutual funds?*

This question also applies to ALL retirement vehicles - 403b, IRA, ROTH IRA, IRA Rollover, etc.

3) Whatever your answer to #2 above, why?*

4) If you work as an employee, does your employer provide 401k education?*

5) If you answered "yes" above, what do you find useful about the training? Does the training make you feel like you both know the "technical" aspects of mutual funds & how your choices fit in with your bigger financial picture?*

6) If you're self-employed or a business owner with a team of 10 or less, how do you handle 401k education?*

7) Would you sign-up for a virtual, hands-on workshop to discover how to analyze & select the mutual funds in your 401k, with confidence?*

8) If "yes" above, what would you want to be able to do afterward?*

Name (optional)

First

Email (optional)

Thank You!

I appreciate you taking the time to complete this form. And, if you shared your name and email, I'll let you know about an upcoming workshop. Jacquette

What’s your 401k investing experience like?

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