Dalbar - CFO 401(k) Buyers Guide

CFO 401(k) BUYERS GUIDE

DALBAR Fiduciary Risk Assessment Confidential Disclosure

Please fill this form to receive the free Confidential Disclosure Worksheet and Guidelines.
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Name and contact information for plan sponsor	Name:	^*
	Title:
	Company:	^*
	Division:
	Address:	^*

	City:	^*
	State:	^*
	Zip	^*
	E-mail Address:	^*
	Phone Number:	^*
Type or name of plan:		^*
Total number of employees in company or division:		^*
Total number of participants in plan:		^*
Estimated or actual value assets in plan:		^*
Estimated average participant age:		^*
Estimated average participant income:		^*
Please list the name of up to six service providers and advisers that you currently use. Next to each name, please state the service(s) that your plan receives. Example: ABC Financial (Investments)	1: ^*
	2:
	3:
	4:
	5:
	6: