Request a Proposal
Free Illustration of Plan Design Options
Because of the variety of opportunities for small-business owners to benefit personally from a properly designed plan, we always encourage prospective clients to take advantage of our free proposal service. With some basic information about the company and the employees, we will generate a quotation or contribution illustration at no cost or obligation.
What’s Needed from You
For a plan-design quote, we’ll need to know the plan name, whether it’s an existing or start-up plan, asset size and number of participants.
For a contribution illustration, we’ll need all of the information just mentioned, plus an employee census containing a list of participants’ names, dates of birth and hire (and, if the employees were terminated during the year, the dates of termination), annualized compensation, and percentage of ownership in the company.
Request a Proposal
Select the type of proposal you would like:
Company With Employees: Fee Quote Only
Company With Employees: Contribution Illustration and Quote