Company with Employees: Contribution Illustration and Fee Quote

Proposal Request Form

Advisor Information

Advisor’s Firm Name*

Advisor’s Name*

Advisor’s Email Address*

Advisor’s ZIP Code*

Advisor’s Phone Number*

Employer Information

Company’s Legal Name*

Type of Business Entity*

Fiscal Year End

Nature of Business

Total Number of Employees

Anticipated Number of Eligible Employees (Optional – Please complete if known)

Anticipated Number of Employees with Account Balances (Optional – Please complete if known)

Plan Information

Is this a new plan or an existing plan?*

Existing Type of Plan

Current Plan Assets (Only Complete for Existing Plans)

Was there a prior terminated Defined Benefit or 401(k) Plan?

Expected Annual Contributions (Optional)

First Plan Year End with Benetech

Plan Design to Illustrate

Hidden

plan types

Hidden

Profit Sharing

Safe Harbor Provisions

Safe Harbor Provisions:*

Plan Type*

Platform*

Fees may vary depending on investment platform selected