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


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Griffin Asset Management Llc
1408 N. Walnut Ave
New Braunfels, TX 78130
Phone: 830-620-1000 Fax: 830-620-1001
www.griffinam.com
Securities, advisory services and insurance products are offered through Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor, and affiliated insurance agencies. ICA and Griffin Asset Management LLC are separate companies.
Griffin Asset Management LLC is registered in the states of TX, CO and NM
 
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and representatives of a registered broker-dealer (BD) or registered investment advisor(IA) may only conduct business in a state if the representatives and the BD or IA they represent (A) satisfy the qualification requirements of  and are approved to do business by that state; or (B) are excluded or exempted from that states registration requirements.
 
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