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401(k) Questionnaire
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Step
1
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8
12%
LinkedIn
This field is for validation purposes and should be left unchanged.
Do you have a retirement account from a former employer?
(Required)
Yes
No
I'm not sure
Is that account still in your former employer’s plan?
(Required)
Yes
No
I have already moved it
I'm not sure
What changed with your former employer?
(Required)
I changed jobs
I retired
My employment ended
I am preparing to leave
Other
About how much is in the account?
(Required)
Less than $50,000
$50,000–$99,999
$100,000–$249,999
$250,000–$499,999
$500,000–$999,999
$1 million or more
I’m not sure
Prefer not to say
Do you have a retirement plan through a current employer?
(Required)
Yes
No
I'm self-employed
I’m retired
I’m not sure
What would you like to understand?
(Required)
Fees and investment options
Services, withdrawals, or distribution rules
Keeping the account in the former plan
Current employer plan or IRA considerations
How this account fits with other retirement accounts
I’m not sure where to start
Is there anything time-sensitive we should know?
(Required)
No
I recently changed jobs or retired
I have a pending withdrawal, distribution, or plan deadline
I inherited a retirement account
Anything else you would like to cover?
Please do not enter account numbers, passwords, or other sensitive information.
Name
(Required)
First
Last
Email
(Required)
Phone
(Required)
State of residence
(Required)
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Preferred contact method
(Required)
Email
Phone
I understand that this is for general educational purposes only; it is not investment, tax, or legal advice, does not create an advisory relationship, and does not require me to move assets. I agree that Element Squared may contact me about my request by phone, text, or email using the contact information I provide, which may include the use of automated technology. *
(Required)
Yes
I would like to receive occasional educational updates from Element Squared. I can unsubscribe at any time.
Yes
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