Retirement Fitness Survey

RETIREMENT FITNESS SURVEY

When you think about preparing financially for retirement:

1.	How often do you feel confident?
	Never Not too often Sometimes Often
2.	How often do you feel worried?
	Never Not too often Sometimes Often
3.	How often do you feel overwhelmed?
	Never Not too often Sometimes Often
4.	How often do you feel intimidated?
	Never Not too often Sometimes Often

Do you agree or disagree:

5.	When it comes to preparing financially for retirement, I have a hard time getting myself to do all the things I should be doing.
	Disagree strongly Disagree Neither agree nor disagree Agree Agree strongly
6.	The idea of entrusting my retirement savings to the stock market frightens me.
	Disagree strongly Disagree Neither agree nor disagree Agree Agree Strongly

Current Financial Plans:

7.	Please think about any 401(k)s or similar-type plans available to you and your spouse/partner from current employers. Thinking about all plans available and the combined amount you can contribute to them, which best describes what you did in?
	Did not contribute Contributed less than the maximum amount Contributed the maximum allowed No 401(k)s available
8.	Please think about any IRAs you and your spouse/partner own (either Roth or Traditional). Thinking about all IRAs available and the combined amount you can contribute to them, which best describes what you did in?
	Do not have any IRAs Did not contribute Contributed less than the maximum allowed Contributed the maximum allowed
9.	Select the statement that best describes whether you have a financial plan for retirement savings:
	I have a detailed plan of how much I will need to have saved by the time I retire, and how I'm going to get there I have a specific target amount that I know I will need to save I have a rough idea of how much I will need to save I do not yet have a plan