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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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






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


JC Wealth Management Group, LLC.

Lancaster Office

125 West Mulberry St
Lancaster, Ohio 43130
740-653-9581
740-653-0983 Fax

info@jcwmg.com


Hilliard Office

4010 Main Street
Hilliard, Ohio 43026
614-876-6993
614-876-6899 Fax

info@jcwmg.com

www.jcwmg.com