Request A Retirement Plan Quote

Name:

Company Name:

Phone:

Email:

Address:

Your Role:
Plan Sponsor
Potential Plan Sponsor
CPA / Tax Advisor
Financial Advisor
Other Advisor

Existing Plan or Startup:
Existing Plan
Startup Plan

Annual Contributions:

Number of Employees with Account Balance:

Number of Eligible Employees:

Plan Type Desired:
401(k)
401(k) / Profit Sharing
Defined Benefit
Cash Balance
401(k) Defined Benefit Combo
Money Purchase

Will you be making employer contributions if necessary for optimal plan design?
YesNoNot Sure

Are you looking to maximize contrubutions for owners / certain key employees?
YesNoNot Sure

Do business owner(s) have ownership in any other companies? Please provide details:

Current Recordkeeper:
AlerusAmerican FundsAmeritasAscensusEmpowerFidelityGuardianJohn HancockLincoln FinancialMassMutualNationwideMutual of OmahaOneAmericaPrincipalSecurianThe StandardTransamericaVOYAOther

Desired Recordkeeper for Proposal:
AlerusAmerican FundsAmeritasAscensusEmpowerFidelityGuardianJohn HancockLincoln FinancialMassMutualNationwideMutual of OmahaOneAmericaPrincipalSecurianThe StandardTransamericaVOYAOther

Current TPA (if any):

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