Thank you for your interest and participation in our listening tour about retirement services within the nonprofit sector.

If you are part of the nonprofit workforce and have thoughts about retirement, we want to hear from you!  We have three different surveys - you will be eligible for one of them. Keep reading to find out which one you should take and be sure to complete the correct survey using your work email. Currently, all respondents who work in the nonprofit sector and complete the full survey will be informed when to expect survey results and invited to future presentations on findings

Still have questions? If yes, read the FAQs at the bottom of the page. If not, click on the appropriate button and get started on the right survey!

 

Which survey should I take?

Do you have operational authority* over your nonprofit’s retirement plan and/or other benefits?

YES, I do and my organization offers a retirement plan.

You are eligible to take Survey #1

  • The survey takes approximately 30 minutes to complete

    Ready to get started? Click the blue button below. If you want more information scroll down to the FAQs

YES! I’m ready to take SURVEY #1

YES, I do but my organization does not offer a retirement plan.

You are eligible to take Survey #2

  • The survey takes approximately 15 minutes to complete

    Ready to get started? Click the blue button below. If you want more information scroll down to the FAQs

YES! I’m ready to take SURVEY #2

No, I do not have operational authority.

If you work in the nonprofit sector and your organization either has a retirement plan or whether it doesn’t have a plan, you are eligible to take Survey #3.

  • This survey takes between 15 - 25 minutes to complete

YES! I’m ready to take SURVEY #3

FAQs

  • We are defining operational authority as having responsibilities that include:

    • Researching different plan options and reviewing costs

    • Serving as primary contact with broker/advisor

    • Keeping up on compliance rules and deadlines

  • Yes! We are committed to sharing the results with all respondents for free and inviting you to some special webinars where we’ll share what we’ve learned and what it means for you. We anticipate having our first round of results in early January and we encourage you to stay in touch!