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

Balthazor & Strube Financial and Insurance Services, LLC

2 N Systems Dr

Appleton, WI 54914

Phone: Direct: (920)560-4505Toll Free: (866)225-8752Ted Balthazor Cell: (920)819-6465Steve Strube Cell: (920)428-7487Zach Strube Cell: (920)420-3127

•

Fax: (920)560-4504

www.balthazorstrube.com

•

ted@balthazorstrube.com steve@balthazorstrube.com zach@balthazorstrube.com cory@balthazorstrube.com

Steve Strube is a Registered Representative of and offers securities through Osaic Wealth, Inc., member FINRA/SIPC. Ted Balthazor, Zach Strube, and Cory Nickel are Investment Advisor Representatives of and offer securities and investment advisory services through Osaic Wealth. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the state of WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

Check the background of this investment professional

Check the background of this financial professional on FINRA's BrokerCheck