Did you:
 
 
1. Increase the amount you contribute to your 401(k)?
 
Yes
No
Planning to increase amount within next 3 to 6 months
 
2. Change the funds you’re investing in?
 
Yes
No
Planning to change funds within next 3 to 6 months
 
3. Invest in an annuity or other retirement account (Traditional IRA, Roth IRA)
 
Yes
No
 
4. Research annuity products or other retirement accounts?
 
Yes
No
 
5. Use the Retirement Income Planner tool?
 
Yes
No
 
6. Develop or update a budget so that you could save more money for retirement?
 
Yes
No
 
7. Use the Health Care Calculator to review the costs for health care in retirement?
 
Yes
No
 
8. Any other actions you’ve made or plan to make in the next 3 or 6 months?
 
 
9. What is your age group?
 
Under 20
20 – 29
30 – 39
40 – 49
50 – 59
60 – 69
70 +