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Home » Working With Us » Request a Proposal

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

Owner-Only DB Illustration


About

Since 1974, small and medium-sized companies have chosen Benetech for customized retirement plan design, administration and professional services to meet their unique goals. Discover More »

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