New Plan Proposal Request

Looking to set up a new retirement plan?

Fill out the requested information on this page and submit to us for a comprehensive review. We’ll get back to you within 24 hours with a custom plan proposal.

If you would also like us to prepare a full study illustrating the estimated plan contributions, follow the below steps to send us the company’s census information.

  1. Click the button below to download the Census Spreadsheet
  2. Complete the applicable fields for each owner/employee
  3. Save the completed file to your computer
  4. Upload the completed file to us (last step of the form)

Census Spreadsheet

Legal Business Name of Plan Sponsor

Business Formation Date

YYYY

Business Entity Type

Business Owner Name(s)

Business Contact Phone

(###)

###

####

Business Contact Email

Number of Employees

Does anyone with ownership of this business have ownership of another business?

If yes, please provide business name, owner name(s), and ownership percentage(s).

Does the business have another retirement plan?

Desired Plan Type

401(k) / Profit Sharing Plan

Defined Benefit / Cash Balance Plan

Both (DB/DC combo)

Desired Contribution for Owner(s)

Enter "MAX" or specific dollar amount

Desired Contribution for Employees

Enter "MIN" or specific dollar amount/percentage

Your Name

First Name

Last Name

Your Role

Business Owner

Investment Advisor

Accountant

Other

Your Phone Number

(###)

###

####

Your Email Address

Additional Information/Requests