Twenty Twenty Request for Proposal

Request for Proposal

Your Company Retirement Plan Starts Here
The information you provide will support us in recommending the ideal type of retirement plan and features for you and your organization. Feel free to leave anything blank that you don't know. If you prefer to speak with us directly, we can be reached at support@2020ia.com, phone at (509) 892-3512 or chat via our website.

In order to receive a complete plan proposal please fill out an employee census and attach it to this request or email it to us at support@2020ia.com. Click HERE for a link to the employee census.
Contact Name*

First NameLast Name
Contact Title*
Email*
example@example.com
Phone Number*

Area CodePhone Number
Company / 401K Plan Sponsor Information
Contact Information
Company Name*
Doing Business As (DBA)*
*If applicable
Company Website
Company Address*

Street Address

Street Address Line 2

CityState

Zip Code
Type Of Entity
Select One
*Specify Other
Fill out if type of entity is other
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
Retirement Plan Information
Please indicate plan type*

New/Startup PlanTakeover/Conversion Plan
Retirement Plan Type
For Your Current Plan
Traditional Investments
Total Approximate Amount
Non-Traditional Investments
Total Approximate Amount
Proposed Service Start Date

MonthDayYear
Date
Retirement Plan Goals & Objectives
What do you like most about your current plan and/or service provider(s)?
What do you wish you could change about your current plan and/or service provider(s)?
Do you want to maximize contributions to owners/highly compensated employees by contributing matching and/or profit sharing contributions?

YesNoPrefer a recommendation from Twenty Twenty Investment Advisors

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)
Attach Completed Employee Census

Browse Files

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How Did You Hear About Us?
Twenty Twenty Investment Advisors, LLC | Direct: (530) 892-3512

Support@2020ia.com | www.2020ia.com
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