401(k) Information Request

By far the most common employer-sponsored retirement plan is the 401(k) plan. The 401(k) plan is a defined contribution plan that allows individuals to make pre-tax contributions, while the funds contributed plus any earnings accumulate tax deferred.

After completing the form, please click on the "Submit" button. Once we receive your information, we'll get in touch with you to discuss your 401(k) needs and options. If you have any questions about the form or the requested information, please don't hesitate to call.

We take your privacy seriously. Information provided will be kept in the strictest confidence.

Contact Information

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Full Name: * This field is required

Address:

City:

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401(k) Plan Information

When would you plan on implementing your new 401(k) plan?

During the next month
Within three months
Before the end of the year

How many employees would be eligible for the 401(k) plan?

What percentage of eligible employees would you expect to participate?

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Investment Options

What types of investment vehicles would you like to offer eligible employees?

Mutual Funds
Self-Directed Brokerage Account
Need more information to decide

Do you plan on matching any portion of the employer's contribution?

Yes No

Please note any special features or options you would like to offer as part of your new 401(k) plan.

Please note that providing this information to generate a quote does not guarantee coverage.