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.
Mayflower Advisors, LLC-Boston
260 Franklin Street, 7th Floor
Boston, Massachusetts 02110
phone: 617-259-1767
toll-free: 866-688-0180
fax: 617-259-1768

Contact:
Steven Dimitriou
steve.dimitriou@mayfloweradvisors.com



Mayflower Advisors, LLC-Westborough
287 Turnpike Road, Suite 250
Westborough, Massachusetts 01581
phone: 508-948-4050
toll-free: 877-454-1620
fax: 508-898-1900
www.mayfloweradvisors.com

This information is intended for use only by residents of (AL, AZ, CA, CT, DC, FL, GA, HI, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.
Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (CA, FL, MA, NH, NY).

Investments in securities and insurance products:

  • ARE NOT FDIC-INSURED
  • ARE NOT BANK-GUARANTEED
  • MAY LOSE VALUE

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

©2016 Wells Fargo Advisors. All rights reserved.

Envision® is a registered service mark of Wells Fargo & Company and used under license. Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management, Inc. & Wealthcare Capital Management IP, LLC © 2001-2016 Wealthcare Capital Management, Inc. & Wealthcare Capital Management IP, LLC. All Rights Reserved. Wealthcare Capital Management, Inc. & Wealthcare Capital Management IP, LLC are separate entities and are not directly affiliated with Wells Fargo Advisors.