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

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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
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

Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, LLC. Legacy Financial Associates is not affiliated with Grove Point Financial, LLC or its subsidiaries. Professionals may only discuss or transact business with residents of state(s) and jurisdiction(s) in which they are properly registered or licensed. Click here to view Form CRS.