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


Enter Text In Picture Below. Do not include spaces.
Joseph A. Gunther, CFP®
19 Eaton Avenue
Norwich, NY 13815
Phone:607-336-2434
Fax:607-336-5431

and

203 W Dominick Street
Rome, NY 13440
Phone: 315-336-3070
Fax:315-336-3072
www.joegunther.com

Securities and advisory services offered through LPL Financial., Member FINRA/SIPC . The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states:

CA, CT, FL, GA, MD,  NC, NJ, NY, OH, PN, RI, SC, TX, VA, WI.