Request For Proposal:
The information below helps us recommend the best type of retirement plan, features, and benefits for you and your organization. Complete what you can, and leave blank what you don't know. If you would like to speak with someone, we can be reached weekdays by phone at 432-219-8050 or by email at crystal@beyondbalancedfinancial.com.
If you would like a full plan proposal, please fill out an employee census and include it with your request. (Please copy & paste the link below into a new browser window to access the census template).
https://drive.google.com/file/d/1sgbfY9pvZN0G-I3EznXL_KSxaDStZI-d/view?usp=sharing
The census can be found by copying and pasting the link right above. Please indicate how you will submit it:
*
Submit via this form
Emailed to crystal@beyondbalancedfinancial.com
I am choosing not to include a census at this time
Upload the Census here:
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Contact Name
*
First Name
Last Name
E-mail
*
example@example.com
Phone Number
*
Format: (000) 000-0000.
Company/Sponsor Information
Company/Sponsor Name
Doing Business As (DBA)
Company Website
Company Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Type of Entity
Please Select
Sole Proprietor (Sch C) or LLC
LLC filing as an S Corp
C-Corporation
S-Corporation
Partnership
State of Incorporation/Formation
Fiscal Year End
NAICS of Company
Industry Classification
Number of Offices
Or Locations
Owners/Members
# of Company Owners
W-2 Employees
# of W-2 Employees
Other Employees
# of Other Employees
Nature of Business
What type of industry are you in?
Please indicate plan type
New/Startup Plan
Existing Plan
Proposed Service Start Date
-
Month
-
Day
Year
When would you like the plan to start?
Do you want to maximize contributions to owners/highly compensated employees by contributing matching and/or profit sharing contributions?
Yes
No
Prefer a recommendation
Rank the importance of your objective(s) in starting/maintaining a retirement plan.
Rows
1
(unimportant)
2
3
4
5 (very
important)
Maximize Total Contribution
Maximize Contribution to Employees
Minimize Contribution to Employees
Favor Certain Employee Groups
Flexibility of Contributions
Employee Retention/Incentive
Reduce Taxes
Identify any additional objective(s) or notes you have:
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Submit
Should be Empty: