Retirement Planning Checklist

Description:

The Retirement Planning Checklist is to be used in evaluating a retirement planning program. The questions cover the following:

Have you begun a regular savings and investment program?
Do you participate in a salary reduction (401(k) or 403(b)) plan?
Do you regularly contribute to an individual retirement account (IRA)?
Have rough projections of expected retirement income and expenses been prepared?

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Form Specifications:

Dimensions	Designed for Letter Size (8.5" x 11")
Printer compatibility	Designed to print on all ink-jet and laser printers
Editable	MS Word 97 or later
Format
Platforms
Usage	Unlimited number of prints
Download time	Less than 1 minute (approx.)

HR 360 and the HR 360 logo are trademarks or service marks and are the property of their respective owners and should be treated as such. Program terms and conditions, pricing, features and service options are subject to change without notice.

HR 360, Inc., 400 Main Street, 4th Floor, Stamford, CT 06901 | 800-552-8211