The Assessment reviews how you are dealing with Governance, Design, Financial and Administrative risks. Even if your personal role does not include all of these areas, we encourage you to complete the Assessment.

Whether your organization sponsors a Defined Benefit or a Defined Contribution plan, this assessment will:

Note: Questions may be from the perspective of an employer or of a plan administrator. Please answer all questions to the best of your ability.

(If you sponsor both a DB plan and a DC plan, or if you are changing your plan from DB to DC, you may wish to take both assessments to view how well each fares. You will receive two separate reports.)