Proposal Request Forms

Please complete the following questionnaire and press the submit button to request additional information and/or a proposal.  A customized illustration can be provided by completing the following and then following the link below to the Employee Census Input Spreadsheet.  A customized illustration cannot be prepared without complete and accurate census data.

		Electronic Proposal Request All questions must be answered. Your Information: Name   Company Name   Address   City State Zip   Email   Telephone  Fax   Proposal Information: Contact Name   Company Name   Address   City   State   Zip   Email   Telephone    Fax   Organizational Structure:   C Corp S Corp Sole Proprietor Partnership LLC Non-Profit Number of Full-time Employees  +20hours/week Payroll processed: Weekly Bi-Weekly Semi-Monthly Monthly Annually Other Is this a controlled group? Yes        No Is there a current plan? Yes        No If yes, how much assets are currently in the plan?     Primary Concerns: Employee Recruiting/Satisfaction Key Employee Retirement Benefits Investment Options Fiduciary Requirements Administration Costs to select multiple options, hold ctrl key while selecting with mouse. Maximum employer contribution dollar amount:     You have now completed the proposal request form.  Select the submit button below.  To have a customized illustration run (at no charge), follow the link to the Employee Census Input Spreadsheet.

To request a customized illustration, follow the link below to our simple electronic employee census form.  Of course, you can always have more personalized service by calling our internal pension experts at 727/445-9770.

RETIREMENT OBJECTIVES QUESTIONNAIRE in Adobe format.  You must have Adobe Acrobat to view this file.  To download, following this link.

EMPLOYEE CENSUS INPUT SPREADSHEET

For more information on any of our programs, please call 727/445-9770 or follow the link below to send an email.

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