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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Contact Information

» Full Name:

Address:

City:

State:

Zip:

» Phone:

» Email Address:

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

TruVest Financial

2940 Horizon Park Dr. Suite F

Suwanee, GA 30024

Phone: Michael: 404-600-1718 Email: mjames@truvestfinancial.com Phone: Tim: 770-925-4801 Email: tleimkuehler@truvestfinancial.com

www.truvestfinancial.com

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hello@truvestfinancial.com

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Alliance Capital Investment Group, Inc. and Cambridge are not affiliated. Insurance services offered through JMJ Insurance. TruVest Financial, JMJ Insurance and Cambridge are not affiliated.

This communication is strictly intended for individuals residing in the states of FL, GA, MD, NC, TX, and VA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not offer tax or legal advice.

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