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


 

Fortitude Investment Group, LLC.
Long Island, New York:
417 East Main Street, Suite 300
Port Jefferson, NY 11777
O:631-474-1610
F:631-474-1806

Manhattan, New York:
American Express Tower
200 Vesey Street, 24 Floor
New York, NY 10281
O:212-634-7906

New Jersey: 
101 Cedar Lane, Suite #101 
Teaneck, NJ 07666
O:201-530-5874
F:201-530-5875

South Florida:
2000 PGA Blvd
Suite 4000
O:561-444-3371
F:561-898-2206

California:
2950 Buskirk Avenue, Suite 300
Walnut Creek, CA 94597


www.fortitudeinvestments.com
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck