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


To find out how Educators First Financial can help you achieve your financial goals, please contact us in the way that is most convenient to you. If you would prefer to have us contact you, please click here for our Contact Form.
649 North Lewis Road
Suite 200
Phone: 610.792.3343 ext 403 Fax: 610.792.3104
www.effpa.com

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