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Proposal Request
Fill out the form below to request a proposal from Retirement Plan Solutions. The fields marked with an asterisk are required.
Contact Information:
*Company Name:
*Contact Name:
Address:
City, State, Postal Code:
,
*Phone:
*E-mail:
# of Employees:
Our Company is a:
Corporation
S-Corporation
LLC/LLP
Sole Proprietor
Partnership
Proposal Information:
Type of Plan(s) we are interested in:
401(k)
Target Benefit
Money Purchase
Defined Benefit
Profit Sharing
125 Cafeteria
Our objective(s):
Tax Deduction/Deferral
Employee Savings
Employee Attraction/Retention
Key Employee Benefits
Maximize Retirement Benefits
Level Contributions
Flexibility
Minimize Employer Cost
Other Comments:
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