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


 

Resource Financial Network
William F. Hoefer CLU, ChFC, CFP™

12610 42nd Place N. Suite #100
Plymouth, MN 55442
Phone: 612 978-1043
Fax: 763 744-1151
Email: bhoefer@rfnetwork.org

Michael J. Eggert CLU, ChFC

5350 Hilltop Avenue N. Suite #100
Lake Elmo, MN 55042
Phone: 651-208-7492
Fax: 651-330-2697
Email: meggert@rfnetwork.org
www.ResourceFinancialNetwork.com
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck