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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401(k) Information Request

 

 

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


 

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


 

Castlerock Financial Advisors
5800 E. Skelly Drive, Suite 901
Tulsa, OK 74135

1107 W. Main Street
Collinsville, OK 74021
Phone: (918) 764-9262 Tulsa Office
Phone: (918) 371-6565 Collinsville Office
Fax: (918) 764-9388 Tulsa Office
Fax: (918) 371-6566 Collinsville Office
www.castlerockfinancialadvisors.com
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck