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Request For Proposal - Retirement Plan

Please complete the form below and 'Click' SEND for your Online Quote request.   Please allow 24 hours for processing.

Your Company Data

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Company Name:
Contact Name:
E-Mail Address:
Street Address:
Addtl. Address, Suite No, etc.:
City:    
State:
Zip Code:
Phone:
Fax:
Year Business Started:   
Number of Employees:
Participants in Current Plan: (if a current plan exists)
How Many Highly Compensated Employees (HCE):  (HCE = 5% shareholder/owner or anyone w/ earnings in excess of $105,000 annually)
No. of Highly Compensated Employees within 5 yrs. of Retirement: 
EXISTING PLAN ASSETS: (if any)  (Estimate)

EMPLOYER'S TOTAL ANNUAL GROSS PAYROLL

(required for plan testing)

$    Current Year   $    Prior Year


Online Employee Census Data Form

If less than 25 employees please complete the Online Employee Census Data Section, or you may complete this Census Data File and e-mail to: info@benefitplans.com  

Employee Name Title/Job Class Class No. 1,2,3 Date of Birth mmddyy Date of Hire  mmddyy Annual Salary
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If there are more than 25 employees please use this Census Data File and upon completion e-mail the form to info@benefitplans.com

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Information is provided for review and consideration only. Please consult legal and tax advisors for practical advice pertaining to your business and personal situations.

This page was last reviewed and/or updated on Friday, July 03, 2015 05:21 PM

 

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