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PROPOSAL QUESTIONNAIRE

It is extremely important that we receive accurate data on all employees of the company, including leased and part-time employees. It takes approximately 7-10 days for a proposal. The first one will be run at no cost.

Simply complete the form below and we will respond to your inquiry promptly. Fields marked with an asterisk * are required.

First Name:	*
Last Name:	*
Email:	*
Company:
Address1:
Address2:
City:
State:
ZIP Code:
Phone:	*

Plan Year End :
Tax ID:
Employer Fiscal Year End :
Nature of Business:
Business Structure:
If other, please specify:

How many employees does the company have?


Does the company currently have a plan in place?


Does any owner of this company own a substantial portion (10% or more) of any other corporation, partnership, or sole proprietorship?


If yes, please provide additional information such as the name of the other entity, the nature of business, percentage of ownership, number of employees, etc. (This information is necessary for determining if a controlled group exists)


Goal of the Plan (who do you want to benefit and why is the employer considering a plan):


Do the key employees want a contribution of over $50K?


Is company cash flow consistent?


How many years will the company have the plan for (minimum number) ?


Must the employer contribution be flexible?


If no, how much is the company willing to commit to annually?


Who is the person in your firm we should contact for more information?
Name:

Thank you for taking the time to complete this questionnaire in full.