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.
        
Cornerstone Financial Group
2112 N 12th St.
Bismarck, ND 58501
Phone: 1-800-279-0068 Fax: 701-751-3496
www.cornerstonefinancialgroup.net

 

 

*Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor.  Cornerstone Financial Group is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.  Cornerstone Bank is not affiliated with Sagepoint Financial Inc., and Cornerstone Financial Group. Not FDIC insured - No Guarantee - May Lose Value.

 

 

 
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

   

This communication is strictly intended for individuals residing in the states of AZ, FL, IA, MN, ND, NJ, NM, OR, SD, TX, and WY. No offers may be made or accepted from any resident outside the specific state(s) referenced. 

 

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