401(k) Information

401(k) Information Request

Thank you for your interest.

By far the most common employer-sponsored retirement plan is the 401(k) plan. The 401(k) plan is a defined contribution plan. It allows employees to make pre-tax contributions, and the funds contributed plus any earnings accumulate tax-deferred.

After completing the form, please click on the "Submit" button. Your information will be e-mailed to our offices and we will process your request. All information will be kept confidential.

These quotes do not guarante coverage and actual premiums may differ from the quotes provided.

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401(k) Information Request

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Name *

Address

City

State

Zip

E-mail *

When would you plan on implementing your new 401(k) plan?

During the next month

Within three months

Before the end of the year

How many employees would be eligible for the 401(k) plan?

What percentage of eligible employees would you expect to participate?

What types of investment vehicles would you like to offer eligible employees?

Mutual Funds

Self-Directed Brokerage Account

Need more information to decide

Do you plan on matching any portion of the employee contribution?

Yes

Please note any special features or options you would like to offer as part of your new 401(k) plan:

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