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.

» Required Fields

<h2 class="formSectionHeading">Contact Information</h2><hr>
» Full Name:
Address:
City:
State:
Zip:
» Phone:
» Email Address:
<h2 class="formSectionHeading">401(k) Plan Information</h2><hr>
When would you plan on implementing your new 401(k) plan?	During the next month Within three months Before the end of the year
<br>
How many employees would be eligible for the 401(k) plan?
<br>
What percentage of eligible employees would you expect to participate?
<h2 class="formSectionHeading">Investment Options</h2><hr>
What types of investment vehicles would you like to offer eligible employees?	Mutual Funds Self-Directed Brokerage Account Need more information to decide
<br>
Do you plan on matching any portion of the employee contribution?	Yes No
<br>
<em>Please note any special features or options you would like to offer as part of your new 401(k) plan.</em>
<p><em>These quotes do not guarantee coverage and <br>actual premiums may differ from the quotes provided</em></p>

Patrick Funke & Associates, Inc.

5080 N. 40th Street Suite 480

Phoenix, AZ 85018

Phone: (602) 274-401K

•

Fax: (602) 296-5005

www.pf-associates.com

•

info@pf-associates.com

Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA SIPC

When linking to any third-party website, you are leaving the website of Patrick Funke & Associates, Inc. In doing so, you assume all repsonsibilty and risk for the use of the site to which you are linking. Patrick Funke & Associates, Inc. is not responsible for the content of any third-party website or link.