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How did you hear about us?
Company/Plan Sponsor Name (optional)
Number of eligible employees
Desired Plan Type
401k
401k/profit sharing
Traditional Defined benefit
Cash Balance
401k/defined benefit combo plans
Money Purchase
Are you willing to make employer contributions if necessary for optimal plan design?
Yes
No
Not sure
Are you looking to maximize contributions for owners/certain key employees?
Yes
No
Not sure
Do business owner(s) have ownership in any other companies? Please provide details.
Do you have an existing retirement plan? If so what type?
Current Third Party Administrator
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