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.

» Required Fields

Contact Information

» Full Name:

Address:

City:

State:

Zip:

» Phone:

» Email Address:

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

How many employees would be eligible for the 401(k) plan?

What percentage of eligible employees would you expect to participate?

Investment Options

What types of investment vehicles would you like to offer eligible employees?

Mutual Funds
Self-Directed Brokerage Account
Need more information to decide

Do you plan on matching any portion of the employee contribution?

Yes No

Please note any special features or options you would like to offer as part of your new 401(k) plan.

These quotes do not guarantee coverage and
actual premiums may differ from the quotes provided

To Learn more about how Equilibrium Wealth Management can help you build the ideal financial plan, while striking a balance between your goals, vision and values and the strategies used to get you there, please reach out to us by completing the contact form or give us a call. Our team is standing by and looking forward to serving you!

Equilibrium Wealth Management

1011 Warrenville Rd., Suite 155

Lisle, IL 60532

Phone: 331-214-9217

www.equilibriumwealthmanagement.com

•

info@ewmwealth.com

Securities and Advisory Services offered through LPL Financial, member FINRA/SIPC.

The LPL registered representatives associated with this page may only discuss and/or transact business with-----residents of the following states: AR, AZ, CA, DC, DE, FL, IL, IN, KS, LA, MI, MN, MO, NC, NV, UT, WI

This communication is strictly intended for individuals residing in the state(s) of AR, AZ, CA, DC, DE, FL, IL, IN, KS, LA, MI, MN, MO, NC, NV, UT, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Asset allocation does not ensure a profit or protect against a loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Equilibrium Wealth Management, LLC and LPL Financial do not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.