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

Scissortail Advisory Group

100 NE 5th Street

Oklahoma City, OK 73104

Phone: 405-568-2889

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Fax: 405-652-0415

www.scissortailadvisors.com

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rebecca@scissortailadvisors.com

Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)

Federal and state insurance and securities rules and regulations prohibit registered representative(s) and/or investment adviser representative(s) from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction.

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in OK,TX.

We are registered to sell Securities in AR,AZ,CA,CO,CT,FL,GA,ID,IL,KS,LA,MO,NM,OH,OK,TX,VA,WA.

Scissortail Advisory Group is not a broker/dealer or a registered investment adviser.

Scissortail Advisory Group is not a subsidiary of nor controlled by Voya Financial Advisors.

100 NE 5th Street, Oklahoma City, OK 73104

Phone: 405-568-2889

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