Proposal Request
Complete this form to receive a Proposal for the plan type of your choice.
Requestor Information:
Name
Company
Address
City
State
Zip
Phone
Fax
E-mail
Prospective Client Information:
Prospective Client Name
Type of business
Corporation
Sole Proprietorship
Other
Is prospective client a subsidiary of another company?
Yes
No
Do owners also own other companies with employees?
Yes
No
Does the prospect use leased employees?
Yes
No
Does your client have, or ever had, a Defined Benefit Plan?
Yes
No
Please provide a proposal for
Defined Benefit
Money Purchase
Profit Sharing
Allocated 401(k)
Other
If there is an existing plan, it is a
Money Purchase
Profit Sharing
Allocated 401(k)
Other
If yes, to the above question, how is the current plan valued?
Daily
Annually
Semi-Annually
Other
Estimated Eligible Employees
Estimated Transfer Assets
Investments to be placed
Date Proposal Needed
Additional Comments
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