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) Information Request

 

 

Contact Information

 

 

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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



 



Investment Options


 

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



Do you plan on matching any portion of the employee contribution? Yes No



 


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


 

Agewise Financial, Inc.
East Riverside County Office: 72960 Fred Waring Drive, Palm Desert, CA 92260West Riverside County Office: (Main Office) 41660 Ivy Street Suite C, Murrieta, CA 92562
Palm Desert and Murrieta, CA
Phone: (951) 698-4455 Fax: 951-698-4450
www.agewisefinancial.com
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck