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Request For Proposal - Retirement Plan

Please complete the form below and 'Click' SEND for your Online Quote request. Please allow 24 hours for processing.

Your Company Data
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Company Name:
Contact Name:
E-Mail Address:
Street Address:
Addtl. Address, Suite No, etc.:
City:
State:
Zip Code:
Phone:
Fax:
Year Business Started:
Number of Employees:
Participants in Current Plan: (if a current plan exists)
How Many Highly Compensated Employees (HCE):		(HCE = 5% shareholder/owner or anyone w/ earnings in excess of $105,000 annually)
No. of Highly Compensated Employees within 5 yrs. of Retirement:
EXISTING PLAN ASSETS: (if any)	(Estimate)

EMPLOYER'S TOTAL ANNUAL GROSS PAYROLL

(required for plan testing)

$ Current Year $ Prior Year

Online Employee Census Data Form

If less than 25 employees please complete the Online Employee Census Data Section, or you may complete this Census Data File and e-mail to: info@benefitplans.com
	Employee Name	Title/Job Class	Class No. 1,2,3	Date of Birth mmddyy	Date of Hire mmddyy	Annual Salary
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If there are more than 25 employees please use this Census Data File and upon completion e-mail the form to info@benefitplans.com

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Information is provided for review and consideration only. Please consult legal and tax advisors for practical advice pertaining to your business and personal situations.

This page was last reviewed and/or updated on Friday, August 13, 2010 10:46 AM

Request For Proposal - Retirement Plan

Your Company Data

Online Employee Census Data Form