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:
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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


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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Capital Advisory Group & Tax Planners of Lake Norman
403 Gilead Road Suite H
Huntersville, NC 28078
Phone: 704 947-6985 Fax: 704 947-6987
www.capitaladvgroup.com

All written content on this site is for information purposes only.  Opinions expressed herein are solely ours and our editorial staff.  Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual adviser prior to implementation.  Advisory services are offered by Capital Investment Advisors, Inc. a Registered Investment Advisor in the State of North Carolina and Louisiana. (Registration does not imply a certain level of skill or training) Insurance products and services are offered through Capital Advisory Group & Tax Planners of Lake Norman.  The aforementioned are affiliated companies.  The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of North Carolina, Louisiana or where otherwise legally permitted.  

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