Compliance Leadership

One of the most important aspects of renewing your employee benefits plan is to do so with employee input in mind. If you want to make the most out of your employee benefits plan, employees are often ready and willing to tell you what would make them happiest to see from their benefits for the current year. Feel free to use the following list of employee benefits questions as you prepare your employee benefits package for next year. 20 Employee Benefits Survey Questions Retirement Plan Participation and Awareness What motivated you to enroll in your current retirement plan? If you are not enrolled in the retirement plan, what is the main reason for your decision? How satisfied are you with the range of investment options available in your retirement plan? Do you feel you fully understand the employer-matching contribution policy? How often do you review or adjust your retirement plan investments? Financial Education and Support How helpful do you find the financial education resources provided by the company? What type of financial topics would you like more guidance on (e.g., budgeting, investing, retirement income planning)? How comfortable are you with accessing financial wellness tools offered by the company? Would you attend in-person or virtual financial workshops if they were available? Why or why not? Do you feel the company’s resources help you balance short-term needs with long-term financial goals? Emergency Savings and Debt Management Do you feel your employer provides adequate support for building emergency savings? Would you benefit from additional tools to manage personal debt, such as credit card or student loan assistance? How important is access to a dedicated financial advisor for your financial wellness? Are you aware of any options provided by the company to assist with emergency financial situations? Retirement Readiness and Confidence How confident are you that your current retirement plan will meet your future financial needs? What additional features or services would make you feel more secure about your retirement planning? Do you feel the retirement plan aligns with your long-term financial goals? How knowledgeable are you about withdrawal options and their tax implications? Communication and Personalization Do you feel the company communicates effectively about the benefits available to you? How could the company improve its approach to helping employees better understand and utilize their benefits? Get Expert Employee Benefits Assistance If you’re ready to improve satisfaction with your employee benefits while reducing costs by as much as 40% YoY, speak with a KBI Benefits agent today for personalized assistance .