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




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

Ion Financial Services
2106 9th St.
Los Osos, CA 93402
Phone: (805) 528-4358