QUESTIONNAIRES

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

New Plan Questionnaire

Plan Sponsor Informationø
* Indicates Required Field

*Prefix:

*First Name:
*Last Name:
*Title:
*Company:
*Address:
*City, State, Zip:
     
E-Mail Adress:
*Phone Number:
 - -   Ext.:
Fax Number
 - -

          Business Information
*Legal Entity

Other:
*Years In Business:
   *Number of Employees
Estimated Number
of Participants
    Are Any Employees Leased?
Are Any Employees Union Members:

Plan Sponsor Goals

What goals do you wish to achive with a retirement plan? (Please check all that apply.)
Attract and retain quality employeees
Maximize benefits for owners and key employees
Minimize total expenditures for the retirement plan
Provide an opportunity for employees to save for their own retirement through payroll deducation

Financial Consultant Information

Prefix:

First Name:
Last Name:
Title:
Company:
Address:
City, State, Zip:
     
E-Mail Adress:
Phone Number:
 - -   Ext.:
Fax Number
 - -

Accountant Information

Prefix:

First Name:
Last Name:
Title:
Company:
Address:
City, State, Zip:
     
E-Mail Adress:
Phone Number:
 - -   Ext.:
Fax Number
 - -

Attorney Information

Prefix:

First Name:
Last Name:
Title:
Company:
Address:
City, State, Zip:
     
E-Mail Adress:
Phone Number:
 - -   Ext.:
Fax Number
 - -

 

Additional Comments:

 

 

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