RFP - Retirement Plan

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 *

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

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?

How did you hear about us? *

Please indicate plan type

New/Startup Plan Existing Plan

Retirement Plan Type

Desired plan type, if known

Proposed Service Start Date

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.

	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:

Request For Proposal:

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).

Company/Sponsor Information