Would you like to receive an executive summary of this survey? *

     
 
What TYPE of ministry are you a part of? *


 
How many benefit eligible EMPLOYEES are in your ministry? *


 
How many staff at your ministry are licensed, commissioned, or ordained ministers? *


 
Do you have any retired employees or volunteers working at your organization? *

     
 
What ROLE do you play with your ministry's retirement plan? *


 
Why should you offer a retirement plan at your ministry? *

Choose your top reason.

 
How important do you think education should be in choosing a retirement plan? *

 
Do you believe retirement should be seen as a future opportunity and calling for ministry? *

     
 
Have you ever heard of Future Funded Ministry?* *

* Our calling to serve, love, and minister to others doesn't stop when we turn 65, but God has a lifelong and strategic plan for each of our lives that we should be preparing for.
     
 
Would you like to receive more information about a Future Funded Ministry? *

     
 
Concerning retirement plans, how important is INVESTMENT PERFORMANCE? *

 
Concerning retirement plans, how important is EMPLOYEE SUPPORT and PARTICIPATION? *

 
Concerning retirement plans, how important is the COST OF THE PLAN? *

 
Concerning retirement plans, how important is EDUCATION for PLAN PARTICIPANTS? *

 
Concerning retirement plans, how important is FIDUCIARY RESPONSIBILITY and COMPLIANCE? *

 
Concerning retirement plans, how important is having a plan that is EASY to SET-UP and OPERATE? *

 
Concerning retirement plans, how important is having a plan that is FAITH-BASED? *

For Example: holdings within Faith-Based portfolios may avoid businesses that are involved in abortion and pornography and generally screen our businesses involved in gambling, alcohol, tobacco and war products.
 
Concerning retirement plans, how important is SUPPORT from your plan provider? *

 
What is your PRIMARY CONCERN regarding retirement plans? *


 
Do you understand the difference between a 401(k), 403(b), and 403(b)(9) plan? *

     
 
Do you understand the benefit of housing allowance for those with ministerial status? *

     
 
Why should you save for retirement? *

Choose your main reason below:

 
Does your ministry have a retirement plan? *

     
 
What type of company is your retirement plan with? *


 
Who is eligible for your retirement plan? *


 
What TYPE OF PLAN do you have in place at your ministry? *


 
Does your retirement plan design fulfill the LONG TERM SAVING NEEDS of your employees? *


 
In what areas would you like to see change regarding your retirement plan? *


 
Which of the following are included with your plan? *


 
How many companies are involved in providing your TPA, Recordkeeping, Investment Advising, and Education? *


 
Which of the following best describes your contribution to employees? *


 
What is your ANNUAL BUDGET for the ADMINISTRATIVE COST of your retirement plan? *

This EXCLUDES ministry contributions.

 
How many ASSETS are in your retirement plan? *


 
How often do you conduct a plan review with your TPA or RECORD KEEPER? *


 
How often do you conduct a plan review with your INVESTMENT ADVISER? *


 
What is your primary means of fulfilling the fiduciary responsibility to your retirement plan? *


 
When you have questions about your plan, who do you contact?


 
How SATISFIED ARE YOU overall with your current retirement plan? *






 
Rate your current plan's PLAN DESIGN: *






 
Rate your current plan's ADMINISTRATION: *






 
Rate your current plan's INVESTMENT MENU: *






 
Rate your current plan's INVESTMENT PERFORMANCE: *






 
Rate your current plan's INVESTMENT EDUCATION: *






 
Rate your current plan's ENROLLMENT METHOD: *






 
Rate your current plan's RETIREMENT READINESS PLANNING: *






 
Rate your current plan's FAITH-BASED PERSPECTIVE: *






 
Do you have sufficient support material to adequately explain and illustrate all the details of your plan to staff?

     
 
Does your investment menu include FAITH-BASED INVESTMENT OPTIONS?

For Example: Mutual funds screened for businesses that are involved in abortion and pornography and generally screen out businesses involved in gambling, alcohol, tobacco and war products.
     
 
Which of the following are included in your investment menu? *


 
What are the total number of investment choices (funds) in your retirement plan? *


 
How comfortable are you with explaining ALL the details of your retirement plan to a new employee? *

 
How well does your staff understand your retirement plan? *

 
What percentage of your staff participate in retirement education? *

 
How many (eligible) people at your ministry make contributions to their retirement plan? *

 
Is your ministry pleased with the percent of participants CONTRIBUTING? *

     
 
Is your ministry pleased with the percent of participants using EDUCATIONAL MATERIALS? *

     
 
How many of your participants review their account at least once a year?

 
How many of your participants are utilizing the plan to prepare fully for retirement?

 
Is your ministry pleased with the percent of participants who are actively PREPARING for MINISTRY during retirement? *

     
 
How do your employees enroll in the plan? *


 
What is the primary way your ministry informs employees about enrolling in the retirement plan? *


 
How do you promote participation *


 
What is the best way to educate your staff about retirement plan issues? *


 
Which of the following is included in your retirement education? *


 
What is the primary focus of your retirement plan education? *


 
Does your ministry include a faith-based message within the retirement plan education? *


 
What is the most effective way to deliver Faith-Based messaging about your plan during enrollment and thereafter is? *


 
How would you rate the support you receive from you denomination, affiliation, etc.?






 
Do you believe redefining  retirement as FFM has value to your ministry? *

     
 
What type of conferences do you attend to learn about retirement and other benefit issues? *


 
How do you get information about retirement plans? *


 
How many life stages do you believe are in retirement? *


 
What do you think starting a retirement plan will cost?


Thank you for taking the time to complete this survey.
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