Proposal Request
Plan Information
Company Name:
State
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Estimated transferred assets:
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Estimated annual contributions:
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Number of eligible employees:
Number of current participants:
Type of Plan
401(k) with match
401(k) no match
401(k) Safe Harbor
Profit Sharing
Other
Compensation requested:
Preferred TPA:
Proposal due date:
Delivery Method:
E-proposal
Hard copy
Existing Vendor/Provider Information
Name:
Record keeping/TPA:
Are you the current broker of record?
Yes
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Broker/Advisor Information
Name:
State
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Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District Of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Puerto Rico
Virgin Island
Northern Mariana Islands
Guam
American Samoa
Palau
B/D affiliation:
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Email:
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