401(k) Information Request

Thank you for your interest.

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

After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will process your request. All information will be kept confidential.

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401(k) Plan Information

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

During the next month
Within three months
Before the end of the year

How many employees would be eligible for the 401(k) plan?

What percentage of eligible employees would you expect to participate?

Investment Options

What types of investment vehicles would you like to offer eligible employees?

Mutual Funds
Self-Directed Brokerage Account
Need more information to decide

Do you plan on matching any portion of the employee contribution?

Yes No

Please note any special features or options you would like to offer as part of your new 401(k) plan.

These quotes do not guarantee coverage and
actual premiums may differ from the quotes provided

Elliot S. Schrag IAR

Senior Investment Executive

IBN Financial Services, Inc.

Elliot S. Schrag
Senior Investment Executive
IBN Financial Services, Inc.

48 Wall Street
11th Floor

New York, NY 10005

Phone: (212) 967-6687 (800) 418-3438

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Fax: (212) 835-6759

www.schragwealth.com

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Our branch office is located in downtown Manhattan. Please request your complimentary consultation via the following e-mail: ESchrag@Ibrokernet.com

Securities offered through IBN Financial Services, Inc. member FINRA and SIPC.

Registered Representatives may only transact business and/or respond to inquiries in states in which they are properly licensed and/or registered. The information in this website is not investment or securities advice and does not constitute an offer.

Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.