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GoPlan101
2021-07-19T11:12:01-04:00
HR Assessment
Step
1
of
3
33%
How many employees do you have?
(Required)
What industry is your company in?
(Required)
Accounting/Finance
Advertising/Public Relations
Aerospace/Aviation
Arts/Entertainment/Publishing
Automotive
Banking/Mortgage
Business Development
Business Opportunity
Clerical/Administrative
Construction/Facilities
Consumer Goods
Customer Service
Education/Training
Energy/Utilities
Engineering
Government/Military
Green
Healthcare
Hospitality/Travel
Human Resources
Installation/Maintenance
Insurance
Internet
Job Search Aids
Law Enforcement/Security
Legal
Management/Executive
Manufacturing/Operations
Marketing
Non-Profit/Volunteer
Pharmaceutical/Biotech
Professional Services
QA/Quality Control
Real Estate
Restaurant/Food Service
Retail
Sales
Science/Research
Skilled Labor
Technology
Telecommunications
Transportation/Logistics
Other
What is the median age of your employees?
(Required)
18-30
31-50
51+
How are your employees paid?
(Required)
Hourly
Salary
Contracted
What benefits do you currently offer? Select all that apply.
(Required)
401(k) or similar program
Health Savings Account (HSA)
Education Assistance/ Reimbursement
Flexible spending accounts
Disability & life insurance
Health & Wellness
Employee recognition programs
Employee stock purchase program
Do you offer financial wellness to your employees?
(Required)
Yes
No
What type of Financial Wellness do you offer? Select all that apply.
(Required)
Content (i.e articles, videos, training courses)
Financial Coaching
Software (i.e finanical planning/ budgeting tool)
Service Partners (i.e implementation providers for taxes, legal, credit, etc..)
Calculators (i.e mortgage, retirement, loans)
Do you offer financial content through your 401(k) provider?
(Required)
Yes
No
What is an estimated participation rate of your current financial wellness program?
(Required)
0-30%
31-60%
61-100%
What topics do you think should be included in a financial wellness benefit? Select all that apply.
Credit cards
Student loans
Mortgages
Social security
Medicare
Retirement Planning
Life insurance
Long-term care
Property casualty insurance
Budgeting
Taxes
Investing
Estate planning
Wills & Trusts
What percent of your employees do you think are financially stressed?
(Required)
0-30%
31-60%
61-100%
How important is it for your company to provide financial wellness to your employees?
(Required)
Very Important
Important
Somewhat Important
Not Important
How important is it for your company to provide outsourced solutions to employee problems?
(Required)
Very Important
Important
Somewhat Important
Not Important
Thank you for taking the time to complete this assessment.
Enter your info below and our benefit experts will be in touch to go over your results and provide recommendations on how to improve your current benefit package.
Company Name
Name
First
Last
Email
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