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.

» Required Fields

401(k) Information Request

 

 

Contact Information

 

 

»
»
»

 

 

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


 

Brian M. Woods Financial Services
150A Andover Street, Suite 8A
Danvers, MA 01923
Phone: 978-767-8242 Fax: 978-767-8240
www.brianmwoods.com

Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)

Federal and state insurance and securities rules and regulations prohibit registered representative(s) and/or investment adviser representative(s) from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction.

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in MA.

We are registered to sell Securities in AL,AZ,CA,CO,CT,DC,FL,GA,IN,MA,MD,ME,MI,MN,MT,NC,NH,NM,NV,NY,OR,PA,RI,SC,TN,TX,UT,VA,VT,WA,WI.

 

Brian M. Woods Financial Services is not a subsidiary of nor controlled by Voya Financial Advisors. 

[ Online Privacy Policy | Privacy Promise ]