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

» Full Name:

Address:

City:

State:

Zip:

» Phone:

» Email Address:

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

How many employees would be eligible for the 401(k) plan?

What percentage of eligible employees would you expect to participate?

Investment Options

What types of investment vehicles would you like to offer eligible employees?

Mutual Funds
Self-Directed Brokerage Account
Need more information to decide

Do you plan on matching any portion of the employee contribution?

Yes No

Please note any special features or options you would like to offer as part of your new 401(k) plan.

These quotes do not guarantee coverage and
actual premiums may differ from the quotes provided

Bradford Financial Advisors, LLC

134 W. Main Street, Suite 100

Brighton, MI 48116

Phone: 810-225-6009

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Fax: 810-299-3033

www.bfadvisorsllc.com

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bryan.bradford@hbwpartners.com

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.

Securities and Advisory Services offered through Cetera Advisor Networks, LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from other named entity. Investment Advisory Services may also be offered through HBW Advisor Services, LLC.

Bradford Financial Advisors, LLC. is not a subsidiary of nor controlled by Cetera Advisor Networks, LLC. (member SIPC)

Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for the client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program is not affiliated with Cetera and Bradford Financial Advisors and is not sponsored or endorsed by Cetera nor Bradford Financial Advisors.

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