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


Elliott Wealth Management Services, LLC
  
Elliott Wealth Management Services, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.  W
e offer a strong combination of experience and professional client services.
At Elliott Wealth Management Services, LLC, our clients come first so please open this brief brochure to compare our services to your current provider.
   
SOUTHINGTON, CT 06489
Phone: (888) 959-5904 Fax: (860) 863-4519
www.elliottwealth.com
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck