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


 

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

 

Private Wealth Management & Consulting, LLC
TALLAHASSEE OFFICE
1616 Metropolitan Circle, Suite C
Tallahassee, FL 32308
850-692-2500

EASTPOINT OFFICE
171 Highway 98 West, Suite K
Eastpoint, FL 32328
850-670-1253

FSU CREDIT UNION
Northwest Florida Branches
(Appointment Preferred)
850-692-2500
csachs@pwmcllc.com

DESTIN OFFICE
(By Appointment Only)
850-460-3286
www.pwmcllc.com
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Check the background of this financial professional on FINRA's BrokerCheck