401(k) Plan Health Checklist | 27T Financial
Will Ham, CPFA® · NQPA™
Free Assessment

Is your 401(k) plan quietly failing your employees?

Most plan sponsors assume their plan is fine — until a compliance review, a participant complaint, or a benchmark comparison reveals otherwise. This 60-second audit tells you where you actually stand.

Step 1 of 2 — Access Your Free Checklist

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For each item below, mark Yes if your plan has addressed it in the last 12 months. Mark No (click twice on the box) — or leave blank — if you're unsure. Uncertainty counts as a gap.
Yes — addressed
No / unsure
Not yet answered
Plan health score
— Answer items above to see your score
Gaps identified
WH
Will Ham
CPFA® · NQPA™ · Founder, 27T Financial
I work exclusively with employer-sponsored retirement plans. No generic advice — just a direct conversation about what your specific plan needs.
Schedule Your Free Plan Review
30 minutes · No cost to your organization · Fiduciary-grade guidance
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. 27T Financial and Cambridge are not affiliated. This checklist is for educational purposes only and does not constitute fiduciary, legal, or investment advice.