Proprosal Form

Request a Free Proposal

Please compete the information below to request a free proposal for your retirement plan


Business Information (required)
Name of Business:
Business Structure:	Sole Proprietor Partnership C-Corporation S-Corporation LLC LLP	If you are an LLC or an LLP please select one of the following: Taxed as a Corporation Taxed as a Sole Proprietor Taxed as a Partnership
Date Business Established:	(mm/dd/yy)
Fiscal Year End:	(mm/dd)
Please select the type of Plan that you would like to see illustrated: 401(k) Profit Sharing Defined Benefit All
Approximate Annual Contribution Budget:	$ Please calculate maximum
Does the empoyer control over 50% of any other business organizations? Yes No (if "Yes" please complete and submit a second form)
Does the employer maintain or has the employer ever mainatined another retirement plan? Yes No If yes, please check all that apply 401(k) 403(b) Money Purchase Profit Sharing Defined Benefit Governmental Plan


Census Information (required) You may fax this information to (203) 964-1949 if preferred
Employee Name:		Date of Birth	Date of Hire	Hours per Year (Part Time EE's)	Annual Compensation	Owner?
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Please list any additional employee information here:
NOTES:
Your Name:
Your E-Mail:
Relationship to above business:	Owner/Employee Advisor