401K Information Request

Thank you for your interest.

By far the most common employer-sponsored retirement plan is the 401k plan. The 401(k) plan is a defined contribution plan. It allows individuals 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 employer's contribution?

Yes No

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

These illustrations do not guarantee coverage and
actual premiums may differ from those provided

INB WEALTH

2601 Chatham Road

Springfield, IL 62704-4185

Phone: 217-679-1676

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Fax: 217-747-5519

www.INBWealth.com

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marketing@inbwealth.com

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. INB Wealth is a trade name of the INB, National Association. Osaic Institutions and INB, N.A. are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

https://www.osaic.com/crs

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