401k Information Request

By far the most common employer-sponsored retirement plan is the 401k plan. The 401(k) plan is a defined contribution plan that allows individuals to make pre-tax contributions, while the funds contributed plus any earnings accumulate tax deferred.

After completing the form, please click on the "Submit" button. Once we receive your information, we'll get in touch with you to discuss your 401(k) needs and options. If you have any questions about the form or the requested information, please don't hesitate to call.

We take your privacy seriously. Information provided will be kept in the strictest confidence.

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401(k) Plan Information
When would you plan on implementing your new 401(k) plan?

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Investment Options

Do you plan on matching any portion of the employer's contribution?

Please note that providing this information to generate a quote does not guarantee coverage.