BASS Participant Risk Quiz & Model Descriptions
Participant Information
First Name
Last Name
Phone Number
Email Address
*
Note: the information received will not be used for solicitation purposes.
1. WHAT IS YOUR AGE?
20-29
30-39
40-49
50-59
60 or over
2. YEARS BEFORE WITHDRAWAL? How many years until you plan to retire and begin making withdrawals from your plan?
5 Years
10 Years
15 Years
20 Years
25 Years or more
3. INVESTMENT FLUCTUATION- The value of some investments may fluctuate significantly over time. If you invest $10,000 what level of decline would you be willing to tolerate over five years?
Down to $9,500 (a 5% decline)
Down to $9,000 (a 10% decline)
Down to $8,500 (a 15% decline)
Down to $8,000 (a 20% decline)
4. STOCK MARKET INVESTMENT- How comfortable do you feel with at least a portion of your investments invested in the stock market?
Very Uncomfortable
Uncomfortable
Neutral
Comfortable
Very Comfortable
5. RISK FOR RETURN - Which Statement describes your willingness to accept risk in order to achieve potential higher returns?
I prefer more consistent returns because security is my priority.
I am willing to accept a little bit of risk in my investment options, but am concerned more with security.
I am willing to accept some risk in my investment options.
I am willing to accept a moderate level of risk.
I am willing to accept a high level of risk in exchange for the potential for growth.
6. MEET RETIREMENT GOALS - Do you agree you can meet your retirement goals based on your current salary and savings outside of your qualified investment plan?
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Total Points
This total will show you the suggested portfolio on the following page.
RISK QUIZ TOTAL
Match your total points from the risk quiz to see what risk strategy is suggested.
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