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Qualified Retirement Plan Quote

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

Your Company Information
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Client Name: (Plan Sponsor)
E-Mail Address
Street Address:
Suite No:
Client City:
State:
Zip Code:
Phone:
Fax:
Years in Business:
Number of Employees:
Takeover No. of Participants: (if any)
How Many Highly Compensated Employees:		(HCE = 5% shareholder/owner or anyone w/ earnings in excess of $100,000 annually)
No. of Highly Compensated Employees within 5 yrs. of Retirement:
EXISTING PLAN ASSETS:	Estimate

Your Plan Design

PLAN TYPE - Check any of the following:

401(k) Plan / Profit Sharing (pre-tax contributions/favors employees)

Age Weighted (favors older company employees)

Profit Sharing (APPROXIMATE from 0% to 15% of payroll Employer plans to deposit/may vary percentage annually)

Cash Balance (actuarially calculated)

New Comparability Plan (set up groups e.g., job title or years of service, to contribute different amounts by group)

Defined Benefit (actuarially calculated)

Money Purchase Pension (from 1% to 25% of payroll set by plan document that employer 'must' deposit annually)

ALLOWABLE ELIGIBILITY RESTRICTIONS - Check all that apply:

12 months of service 6 months of service 1 month of service

Age 21 500 Hours of Service 1000 Hours of Service Other

Exclude employees under Collective Bargaining Agreement and non-resident aliens with no U.S. income

VALUATION FREQUENCY - Check one of the following:

Daily Quarterly Annually (Profit Sharing plans only)

VESTING - Check one of the following:

Full and Immediate (100% vested from 1st day of eligibility)

3yr cliff vesting (Yr.1=0%, Yr.2=0%, Yr.3=100%)

5yr graded (Yr.1=20%, Yr.2=40%, Yr.3=60%, Yr.4=80%, Yr5.=100%)

401(k) EMPLOYER MATCHING CONTRIBUTION FORMULA - Check all that apply:

Single Tier ($ amt contributed, up to X% of compensation, e.g., $.50 up to 6%)

$up to %of compensation (cap)

Required Discretionary (may be either/discretionary more flexible)

NEW COMPARABILITY OPTION

Maximize (actuarially determined for highest contribution allowed to owner group)

LOANS Optional - Check all that apply:

Allow with $250 or $500 or $1,000 minimum

One loan outstanding at any time (recommended)

HARDSHIPS Optional - Check all that apply:

Allow with $250 or $500 or $1,000 minimum

EMPLOYER TOTAL ANNUAL GROSS PAYROLL (required to calculate projected growth of plan contribution deposits)

$Current Year (estimate) $Prior Year (actual)

Your Census Information

Please Complete the Retirement Planning Proposal Census Information Section or, e-mail a Census File providing similar information 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 more than 25 employees please e-mail a Census File providing similar information/format 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 updated on Wednesday, January 02, 2008 11:22 AM