Existing Proposal

If you’re now ready to see a detailed Retirement Plan Compliance Administration and Recordkeeping services and fee proposal, we would be pleased to send you one. Just fill in the following information and we’ll get a proposal to you right away.

Help us help you by providing the following information about you and your current plan.

Please provide any additional comments below that you believe might help us better understand your needs or questions.

If your need is urgent and you want to speak with one of our senior retirement plan professionals today, please feel free to call us toll free at 1.888.689.5530, ext. 223.


First Name:
Last Name:
Telephone Number:
Email Address:
Company/Organization Name:
Address Street:
Address Street 2:
Address City:
Address State:
Address Zip:
Is your organization a for-profit company or a not-for-profit organization?   For Profit
  Not For Profit
Number of Employees In Your Organization:
Number of Participants in Your Plan:
Dollar Amount of Assets In Your Plan:
Amount of Assets (The Flow) Deposited Into Your Plan Each Year:
Type Of Plan [401k, 403b, 457b, etc]:
What mutual funds or investment vehicles are currently in you plan?
(If you know this information, please list each mutual fund and its ticker symbol)
What is the name of your current TPA or Plan Administrator whom you seek to replace?
Types of Contributions (all that apply):   Employee Deferrals?
  Employer Fixed Match?
  Employer Discretionary Match?
Services Desired (check one):   Daily Recordkeeping & Annual Administration
  Daily Recordkeeping Only
  Annual Administration Only