Retirement Planning Readiness Survey

Retirement Planning Readiness Survey — Form Fields

This surveys template includes 8 fields. Evaluate individuals' retirement savings progress, financial confidence, and planning knowledge gaps. Free to customize and use on ZenBuild.

• Current age range (dropdown selection, required) — options: 25-34, 35-44, 45-54, 55-64, 65+
• Planned retirement age (dropdown selection, required) — options: Before 55, 55-60, 61-65, 66-70, 70+, No plan yet
• Primary retirement savings vehicle (dropdown selection, required) — options: 401(k)/403(b), IRA/Roth IRA, Pension, Personal investments, None, Other
• Confidence in your retirement readiness (rating, required)
• Understanding of retirement planning options (rating, required)
• Are you on track to meet your retirement goals? (multiple choice, required) — options: Yes well on track, Yes mostly on track, Somewhat on track, Behind where I should be, No plan in place
• Retirement planning challenges (checkboxes, optional) — options: Insufficient income to save, High debt, Market uncertainty, Healthcare cost concerns, Starting too late, Unclear tax strategy, Lack of guidance
• What retirement information or advice would help you most? (long text, optional)