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


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Bond Financial Services
175 Dwight Rd. Suite 301
Longmeadow, MA 01106
Phone: 413-754-4747 Fax: 413-754-4748
www.bondfinancialservices.pfyfn.com

 

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser 
Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products.   
They do not refer, in any way to securities or investment advisoryproducts. Fixed Insurance and Annuity product guarantees are 
subject to the claims-paying ability of the issuing company and are not offered by Global Financial Private Capital.

 

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