Request for Proposal for Retirement Plan(s)
Fields marked with an asterisk (*) are required for completion

Employer Name *
Employer Telephone Number *
Primary Contact Name *
Telephone Number *
Employer Address *
Tax ID Number *
Type of Business
Business Organization
Date Business Commenced
Employer Fiscal Year End
Employer E-mail Address *
Accountant Name *
Accountant Telephone Number *
CPA Firm Name
Accountant E-mail Address *
CPA Firm Address
Fixed Contribution Rating
Flexibility in Contribution Rating
Largest Contribution Possible Rating
Longest Possible Vesting
Treat Everyone Equal Rating
Favor Some Employees Rating
Favor These Employees
Employee Pre-tax Contribution Rating
Participant Directed Investment Rating
Life Insurance in Plan Rating
Design Suggestions (Optional)
Dollar Commitment (Optional)
Who Will Be The Trustees Of The Plan?
Are There Any Other Businesses That Owner(s)/Principal(s) Is Involved In?
Are There Any Other Qualified Plans In Place?
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