9116 N. Kelley Ave. Oklahoma City, OK
Client Portal
Office Hours
8:00 am to 5:00 pm M-Th
8:00 am to 3:00 pm Friday
Email
myplan@pension-solutions.net
Phone
405-478-4321
Home
About
services
contact
Request proposal
Links
Qualified Plan Limits
Right Solutions
Qualified Retirement Plans
Consulting Services
Administrative Services
Actuarial Services
Fiduciary Guidance
Investment Professional
Request Proposal
Your Information
Producers Name
*
Broker Dealer/RIA
*
Business Name
*
Mailing Address
*
City
*
State
*
Zip
*
Business Phone
*
Email
*
Confirm Email
*
Mobile Phone
Desired Carrier(s)
Desired Compensation(Broker)
Client/Prospect Info
Legal Name of Business
Does the employer currently have a Qualified Retirement Plan,SEP or Simple IRA
No
Yes
Is Business non-profit
No
Yes
If Yes, What Code Section
Plan Information
New Plan
Takeover
Estimated Amount Of Annual Recurring Contributions
Approximate Number of Employees
Required for Takeover Proposal
Estimated existing plan assets available for transfer
Estimated amount of annual recurring contributions
Approximate Number of Participants with an Account Balance
Approximate Number of Employees Balance
Desired Features
Private Money Manager
Target Retirement Funds
Trust Services
Lifestyle Retirement Funds
Personal Brokerage Accounts
Other
Date Proposals Needed by
Number of Client Copies
1
2
3
4
5
6
7
8
9
10
Number of Advisor Copies
1
2
3
4
5
6
7
8
9
10
Please enter the Anti-Spam code in the field below
Submit Request
Reset
