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

3635 Genesee Street, Suite 200

Buffalo, NY 14225-3545

Phone: 716-633-1808

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Fax: 716-633-1834

www.desmonkohnstamm.com

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christine@desmonkohnstamm.com don@desmonkohnstamm.com

Securities offered through Cetera Advisor Networks LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.

Securities and investment advisory services offered through Cetera Advisor Networks LLC Member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Desmon & Kohnstamm is not affiliated with Cetera Advisor Networks LLC. Neither Cetera Advisor Networks LLC nor its representatives offer tax or legal advice. Please consult your tax advisor or attorney for guidance.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction- based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.