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

401(k) Information Request



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


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


Legacy Financial Associates
Main Office
149 West Patrick Street
Frederick, MD 21701

Thurmont Branch
209 East Main Street
P.O. Box 476
Thurmont, MD 21788-0476

Florida Branch/Charles Maxwell
11511 113th st.
Suite 33f
Largo, FL 33778

Phone: (301) 624-1717 Fax: (301)624-1712