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

 

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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





Investment Options






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


Bruce Cotter, CLU, ChFC
Mailing Address:
P.O. Box 701945, San Antonio, Texas 78270

Street Address:
2611 Rim Oak, San Antonio, Texas 78232

OFFICE HOURS
Monday to Thursday 9:00am to 4:00pm
Friday 9:00am to 12 noon

Phone: 210.340.4101 Toll Free: 877.200.1277 Fax: 866.897.5167
www.brucecotter.com
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Check the background of this financial professional on FINRA's BrokerCheck