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401k@pension-solutions.net
Phone
405-478-4321
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Your Information
Producers Name
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Broker Dealer/RIA
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Business Name
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Mailing Address
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City
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State
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Zip
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Business Phone
*
Email
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Confirm Email
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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
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4
5
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8
9
10
Number of Advisor Copies
1
2
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5
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7
8
9
10
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