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


3374 Cody Road
Cazenovia, NY 13035
Phone: (315) 655-3683 Fax: (315) 655-9426
www.everettswaim.com

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

Securities offered through registered representatives of Cetera Advisor Networks LLC Member FINRA/SIPC.  The Swaim Agency is not affiliated with Cetera Advisors Network.

 

 

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